Valuing Dutchman

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Focusrite: Top-Quality Products at an Attractive Price
Focusrite faced some temporary challenges last fiscal year, which makes the numbers appear weaker than they actually are.
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Sam Hollanders
Bigger, stronger and cheaper than when we made 53% profit
The last time this stock was in our portfolio, we earned 53% in just 8 months.
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Sam Hollanders
Less than half of its historical valuation?
just too cheap
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Sam Hollanders
0.3 x tangible bookvalue? Too cheap
Today, I’m introducing you to a company that has been growing its tangible book value for 30 years, the last ten at 9.5% CAGR, yet is currently trading…
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Sam Hollanders
Bargain priced, but solid and growing
You can choose companies that you want to hold forever, but there are also opportunities with more cyclical companies where, as a contrarian investor…
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Sam Hollanders
Candy at 12% yearly return?
The company I want to introduce today is a local market leader in confectionery that has faced challenges in recent years due to the pandemic…
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Sam Hollanders
Hidden value in plain sight
Heads I win, tails I don't lo
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Sam Hollanders
A Tale of Family, Bankruptcy, and Remarkable Revival in the Shoe Business
In the past, I've gotten burned twice by shoe retailers, Macintosh Retail (-68%) and Foot Locker (-10%).
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Sam Hollanders
Will there be another attempt at taking this company private?
As value investors, we believe that at some point, the stock price will follow the value of the company. Yet, there are those companies where this never…
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Sam Hollanders
Buying a company at 43,9x PE as a value investor?
Besides the homebuilders, there is another contrarian investment in my portfolio. As a value investor, you often encounter cyclical companies. It’s easy…
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Sam Hollanders
Is the hate for palm oil justified?
When a company operates in a hated sector, its stock price can remain low for a long time, and perhaps rightfully so. However, if the sector is hated…
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Sam Hollanders
Construction company for sale for one third its tangible book value
When I originally wrote about this company in the Dutch newsletter, it was trading at one-third of its tangible book value. My assertion from the…
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Sam Hollanders
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