Valuing Dutchman

Valuing Dutchman

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Valuing Dutchman
Valuing Dutchman
Best business in a bad sector?
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Best business in a bad sector?

Sam Hollanders's avatar
Sam Hollanders
Jan 11, 2024
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Valuing Dutchman
Valuing Dutchman
Best business in a bad sector?
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Let me begin by offering you the very best wishes for the new year: prosperous health for you and your loved ones, as well as substantial stock market gains. Tomorrow, I will send you an update on recent events during the holiday season, including a reflection on the year 2023. Business news is always somewhat limited during the year-end period.

Is investing in the best company within a poor sector a wise move? At first glance, this doesn't seem like a straightforward decision. However, what if I told you that this company is one of the few in its sector that is not only profitable but also experiencing strong growth? That makes the case much more interesting. And if we also discover that it is significantly undervalued, then we have a completely different and potentially very attractive investment story.

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