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X-Fab and Stellantis still very undervalued + other updates
Update Week 30 2024
22 hrs ago
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Sam Hollanders
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X-Fab and Stellantis still very undervalued + other updates
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Sell Markel
Update Valuing Dutchman Week 27 2024
Jul 4
•
Sam Hollanders
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Sell Markel
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ASML is not ridiculously expensive: 3P-Check
We are looking at the most popular stocks currently on the market and examining whether investors' expectations are realistic. We are conducting the 3P…
Jul 3
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Sam Hollanders
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ASML is not ridiculously expensive: 3P-Check
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June 2024
Valuing Dutchman Update Week 26 2024
+ Portfolio transactions
Jun 28
•
Sam Hollanders
1
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Valuing Dutchman Update Week 26 2024
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Portfolio and market overview June
The second month was not the right direction for the Doubler Portfolio, with a decline of 0.9%.
Jun 27
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Sam Hollanders
3
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Portfolio and market overview June
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Bargain priced, but solid and growing
You can choose companies that you want to hold forever, but there are also opportunities with more cyclical companies where, as a contrarian investor…
Jun 26
•
Sam Hollanders
3
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Bargain priced, but solid and growing
www.valuingdutchman.com
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Valuing Dutchman Update Week 25 2024
Every week (except during holidays and when there is no news), I report on the stocks from our selection. Especially during periods when companies…
Jun 21
•
Sam Hollanders
1
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Valuing Dutchman Update Week 25 2024
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3P-Check: NVIDIA
Is it possible, plausible or probable
Jun 19
•
Sam Hollanders
9
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3P-Check: NVIDIA
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Valuing Dutchman Update Week 24 2024
Every week (except during holidays and when there is no news), I report on the stocks from our selection. Especially during periods when companies…
Jun 14
•
Sam Hollanders
1
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Valuing Dutchman Update Week 24 2024
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Investing a lifelong journey
When analyzing Sofina, I (it's been a while) came across the following quote from the then-chairman of the board, David Verey: "The work of an investor…
Jun 12
•
Sam Hollanders
3
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Investing a lifelong journey
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Podcast Good Investing + Update
Valuing Dutchman Update Week 23 2024
Jun 7
•
Sam Hollanders
2
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Podcast Good Investing + Update
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Take a simple idea and take it seriously
During the latest Berkshire Hathaway meeting, Warren Buffett referred to Charlie Munger as the architect of Berkshire Hathaway. My appreciation for…
Jun 5
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Sam Hollanders
9
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Take a simple idea and take it seriously
www.valuingdutchman.com
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