Listen "#59 | Cake Box Deep Dive w/ Paul Zbikowski | Sweet economics"
Episode Synopsis
In this episode, we sit down with Paul Zbikowski (Bebop Value) to talk about Cake Box, the UK-based, egg-free celebration cake franchise that’s built one of the most unique niche businesses in the market.Paul shares insights from his deep research and on-the-ground visits to over 60 Cake Box stores. We discuss what makes the company unique, how its franchise model works, why customers are so loyal, and why it might be one of the best-run small caps in the UK.▶️Subscribe to Bebop Value's Substack 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.
More episodes of the podcast The Dutch Investors
#67 | Lessons from the Wright Brothers | Patience, progress & the compounding of conviction
27/11/2025
#66 | Lesson from Charlie Munger and Warren Buffett on value investing | Superinvestors Ep. 1
19/11/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.