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LVMH - A house of luxury built on acquisitions👜
Inside Arnault's empire 👑
Jun 6
•
Secret Sauce Investing
11
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LVMH - A house of luxury built on acquisitions👜
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3
May 2025
Fever-Tree Podcast - Talking Tonic 🍋🎙️
In discussion with The Dutch Investors.
May 28
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Secret Sauce Investing
and
The Dutch Investors
1
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47:24
April 2025
Revisiting Games Workshop
Plus a podcast with The Dutch Investors 🎧
Apr 10
•
Secret Sauce Investing
12
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Revisiting Games Workshop
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5
Uber Deep Dive 🤳🚕
Driving to profitability? 📈
Apr 4
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Secret Sauce Investing
13
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Uber Deep Dive 🤳🚕
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1
January 2025
Google’s Quantumania ⚛
Alphabet’s wager on the future of computing.
Jan 7
•
Secret Sauce Investing
9
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Google’s Quantumania ⚛
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3
Secret Sauce 2024 Portfolio Review 🗓️
2024 Investment Performance 📈
Jan 1
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Secret Sauce Investing
14
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Secret Sauce 2024 Portfolio Review 🗓️
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1
December 2024
Chrome Cracks Under DOJ Pressure 👨⚖️
Antitrust result may force Google to sell the web browser
Dec 16, 2024
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Secret Sauce Investing
3
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Chrome Cracks Under DOJ Pressure 👨⚖️
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October 2024
Fever-Tree - Fizzing or Flat?🍋🥤
Can the mixer brand's share price still demand a premium?
Oct 8, 2024
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Secret Sauce Investing
8
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Fever-Tree - Fizzing or Flat?🍋🥤
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7
September 2024
Nvidia and the AI Landscape 🤖
$NVDA - Selling shovels in the rush for intelligent AI
Sep 18, 2024
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Secret Sauce Investing
13
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Nvidia and the AI Landscape 🤖
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August 2024
Starbucks $SBUX Write Up ☕🧜♀️
Trouble brewing at the global coffee chain.
Aug 1, 2024
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Secret Sauce Investing
11
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Starbucks $SBUX Write Up ☕🧜♀️
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1
June 2024
$ASML Write Up
The Dutch company manufacturing magic 🔬🌈
Jun 13, 2024
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Secret Sauce Investing
43
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$ASML Write Up
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2
May 2024
Breaking Down Booking Holdings🛫🌍
$BKNG the world’s travel agent
May 8, 2024
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Secret Sauce Investing
14
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Breaking Down Booking Holdings🛫🌍
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6
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