#23 | A 170-year-old French compounder | w/ Heavy Moat Investments | Robertet Deep Dive

06/03/2025 53 min Episodio 23

Listen "#23 | A 170-year-old French compounder | w/ Heavy Moat Investments | Robertet Deep Dive"

Episode Synopsis

In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market. As a family-led company with over 170 years of expertise, Robertet has carved out a unique position as a leader in 100% natural ingredients, supplying premium brands across the food, beverage, and cosmetics industries.In this episode, we talk about:Robertet's historyThe business modelThe sector & industryCompetitve advantageFinancialsManagementAnd valuationWe hope you enjoy, learn and gain some new insights! You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a TDI-member! A new company deep-dive every 14 days! Available as podcast and written report Exclusive TDI-member community 24/7 live access to our personal portfolio's Updates on all our buys & sells Exclusive monthly newsletter Exclusive industry reports & articles Early access to interviews All future updates and features! We are proud partners of Fiscal. Save 15% on any Fiscal.ai plan! Disclaimer:Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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