#48 | Quality investing, optionality and conviction | Interview w/ Ryan Henderson

31/07/2025 1h 6min Episodio 47
#48 | Quality investing, optionality and conviction | Interview w/ Ryan Henderson

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Episode Synopsis

In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the AUM Podcast, but today, dive into (quality) investing.Here’s what we talk about in this episode:Quality investingPros and cons of running a fundHow to spot compoundersThe role of ethics, governance, and founder-led incentivesWhy valuations are a strange conceptHis favorite brands and companiesIf you want to build conviction, tune out the noise, and play the long game, this episode is full of useful advice. 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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