Valuing Dutchman Update Week 19 2024

The journey to Omaha for the Berkshire Hathaway meeting was truly unique. Next week, an article will be published with more detail and the lessons I learned from it. Due to chronic sleep deprivation during this period and a return trip that lasted 39 hours due to a tornado alarm, I first focused on getting updates from our companies to you on time.

I was also given the opportunity to provide explanations about the Berkshire meeting for the Belgian newspaper De Tijd and for Radio 1.

Update

Every week (except during holidays and when there is no news), I report on the stocks from our selection. Especially during periods when companies publish their figures, it can be quite extensive. However, I always try to focus on the most important matters.

This week:

• Argentex: What's going on?

• Maersk: The economy remains stronger than expected. Svitzer shares are being sold.

• Weyco: Inventory reduction at the customers'

• Markel: Tom Gayner wants to be the next Buffett

• Wickes: Decline in Design & Installation