Sitemap - 2024 - Valuing Dutchman

Towards positivity

Hornbach: Is the 10% drop justified? + Planned Purchases Doubler Portfolio

Quality and growth are part of value

Focusrite: Top-Quality Products at an Attractive Price

Dare I Look in the Mirror?

In the green this year?

7 Common Investment Mistakes

Brederode: perfect match for our portfolio

Why I Believe in European Small Caps

Things that concern me, things that don’t: Priorities of a Value Investor

Is the USA still investable

This nearly doubled – and still has potential

Where's the value found?

Ackermans & van Haaren: Tops my expecations

Bizarre Trends and Value in Plain Sight

Nextensa: Misunderstood

Denial, acceptance, or exuberance?

K+S: bottoming out?

Take advantage of Mr. Market

F.I.L.A.: Investment in DOMS, the rest is free

Cake Box: Will there be another bid?

3P-Check Meta: Is Facebook too expensive?

Kamux: Sweden Continues to Weigh on Results

Trump is re-elected, what should we do?

Cheap enough for a new bid?

Simplicity and clarity

Maersk: Right, But Not Acknowledged

The profit will come on its own, right?

Cloetta, sometimes the market agrees with you, fast

First and foremost an investor

Investing a lifelong journey

X-Fab at the end of the whip

Bonava at the turning point?

The why not of these companies

Cheap is the foundation

Investor AB, Strong holding, but also strong price?

Why should I use the value investing strategy?

What to do with Bellway after a 44% increase

7 investment tips from Howard Marks

Answers to your questions

Our portfolio as a company

Join my new subscriber chat

Standing still is moving backward

22 books I'm buying again

Greed or extreme greed? Depends on where you look.

Portfolio overview and new purchases

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

Hope for a bonus or fear a setback?

Are you buying shares or companies?

Volatile week in the stock market, a slow week in terms of corporate news.

Receive a hefty dividend to wait for better times

10% CAGR of bookvalue over a decade

Everyone wants to buy cheaper

Less than half of its historical valuation?

Update on 4 incredibly cheap stocks

F.I.L.A.: Indian Subsidiary Worth More Than the Entire Company + other updates

Time to panic? Or not?

Cautious outlooks keeps companies cheap

Rotation to small caps? Where?

0.3 x tangible bookvalue? Too cheap

X-Fab and Stellantis still very undervalued + other updates

Sell Markel

ASML is not ridiculously expensive: 3P-Check

Valuing Dutchman Update Week 26 2024

Portfolio and market overview June

Bargain priced, but solid and growing

Valuing Dutchman Update Week 25 2024

3P-Check: NVIDIA

Selection

Valuing Dutchman Update Week 24 2024

Investing a lifelong journey

Podcast Good Investing + Update

Take a simple idea and take it seriously

Valuing Dutchman Update week 22 2024

Portfolio and market overview May

Candy at 12% yearly return?

Valuing Dutchman Update Week 21 2024

Valuing Dutchman Update Week 20 2024

I finally made it to the Berkshire meeting

Valuing Dutchman Update Week 19 2024

Valuing Dutchman Update Week 18 2024

Doubler Portfolio: First transactions

Valuing Dutchman Update Week 17 2024

Hidden value in plain sight

Valuing Dutchman update week 16 2024

The Doubler Porfolio

Is the market expensive today?

Valuing Dutchman Update week 14 2024

Intellectually simple, emotionally difficult

A Tale of Family, Bankruptcy, and Remarkable Revival in the Shoe Business

Valuing Dutchman update week 13 2024

Valuing Dutchman Update Week 12 2024

Valuing Dutchman Update Week 11 2024

Small Cap, Family owned and value, a recipe for succes?

Valuing Dutchman update week 10 2024

Will there be another attempt at taking this company private?

A good company is not always a good investment

Valuing Dutchman update week 9 2024

Buying a company at 43,9x PE as a value investor?

Valuing Dutchman update week 8 2024

Is the hate for palm oil justified?

Valuing Dutchman update week 7 2024

Construction company for sale for one third its tangible book value

Sometimes it's just simple

Valuing Dutchman update week 6 2024

Is investing in homebuilders a contrarian move?

Valuing Dutchman Update week 5 2024

Valuing Dutchman Update week 4 2024

Are you assessing value or assigning a price?

Spinoff worth at least double it's stock price

Valuing Dutchman Update Week 3 2024

Rationality and patience

Subsidiary worth more than the whole group

Lessons of 2023

Best business in a bad sector?