#37 | Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing

29/05/2025 47 min Episodio 37

Listen "#37 | Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing"

Episode Synopsis

In this episode, we sit down with Sonny from Secret Sauce Investing, a drinks' industry insider and longtime investor, to dive deep into the story of Fever Tree, the premium tonic brand that helped reinvent the mixer market.We unpack how this British company turned a simple idea, into a globally recognized brand. We talk about Fever Tree's unique business model, what their strongest asset may be, and whether the valuation is attractive today.Furthermore, we also cover:The company’s explosive rise during the UK gin boomWhy its U.S. expansion could be a game-changerThe risks of staying premium in a cost-conscious worldFever Tree’s brand strength vs. giants like Coca-ColaRed flagsAnd much more!If you’re a long-term investor, who loves consumer brands, and is wondering if tonic water can be a serious investment idea, this one is for you. 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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