Sitemap - 2025 - Valuing Dutchman
Lesson 11: The Margin of Safety
Investor: what more could you want?
Lesson 10: Moats – The Foundation of Sustainable Competitive Advantage
Weekly: Look at the Results, Not the Crystal Ball
Lesson 9: Valuing Companies – An Overview of Methods
Focus on the companies, ignore the noise
Weekly: Doubler Portfolio overview March
Tessenderlo: What else can I say?
Lesson 8: It’s All About Intrinsic Value
Hal Trust: how will they unlock value
Brederode: Revival of private equity
Lesson 7: Generating Stock Ideas
Don’t Throw Good Money After Bad
Lesson 6b: The Language of Business part 2
Volatility is not the same as risk
Somero Enterprises: Quality and dividend
Lesson 6a: The language of businesses
Manitou: Strange price movement
Doubler Portfolio Overview February
Keller: Strong in North America
Don't Loose Money: Presentation at VFB
Deceuninck: growth engine sputters
Stellantis: 2024, A Lousy Year to Forget
Lesson 5: The Circle of Competence
Short term or long term vision?
Kamux: To few second-hand cars
Vicat: Take 49% profit in 6 months
Lesson 4: Behind every stock is a business
Lesson 3: Being a value investor
Starting with Fresh Determination
Bonava: investors are returning
Lesson 2: Investing or speculating
Market Overview: Yes still expensive
Shopping Within Your Own Portfolio
Investor AB: Excellent holding, but today I'm buying cheaper ones
Value Investing 101: beginner friendly course
The balance between narratives and numbers