Valuing Dutchman

Valuing Dutchman

Share this post

Valuing Dutchman
Valuing Dutchman
Bigger, stronger and cheaper than when we made 53% profit
Copy link
Facebook
Email
Notes
More

Bigger, stronger and cheaper than when we made 53% profit

Sam Hollanders's avatar
Sam Hollanders
Sep 25, 2024
∙ Paid
3

Share this post

Valuing Dutchman
Valuing Dutchman
Bigger, stronger and cheaper than when we made 53% profit
Copy link
Facebook
Email
Notes
More
2
Share

The last time this stock was in our portfolio, we earned 53% in just 8 months. The company is now bigger, stronger, and... cheaper.

It’s currently trading at only 0.74 times its tangible book value, a level that was only lower during the 2008-2009 financial crisis.

Meanwhile, the company has less debt, a more international profile, and a broader range of products, including innovative electrification and hydrogen-powered solutions.

The reproduction value, meaning the cost a competitor would need to build a similar company, is twice its current market price.

Let me introduce you to:

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Nasam
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More