Valuing Dutchman

Valuing Dutchman

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Valuing Dutchman
Valuing Dutchman
Why I didn't sell this car manufacturer
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Why I didn't sell this car manufacturer

Sam Hollanders's avatar
Sam Hollanders
Nov 21, 2023
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Valuing Dutchman
Valuing Dutchman
Why I didn't sell this car manufacturer
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I wanted to reduce or even sell my stake in this car manufacturer after a rise in the stock price. However, upon closer analysis, I didn't do that and would have even liked to buy more, but my portfolio allocation doesn't allow it.

Furthermore, I am convinced that if you want to own one car manufacturer at this moment, it should be this one, and it's not Tesla..

  • One of the Highest margins in the sector

  • Strong management

  • Stable shareholders with knowledge

  • Strong in electric vehicles, but also open to other options

  • Strong in commercial vehicles (higher margins)

  • Collaborates with 'Chinese threats'

Don't you believe that Tesla will be the sole ruler in the automotive market? Do you think governments will continue to fail for years to provide public transportation as a viable alternative? Then the following company might be an interesting choice for your portfolio.

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