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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…
Jun 26
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Sam Hollanders
3
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Bargain priced, but solid and growing
www.valuingdutchman.com
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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…
May 28
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Sam Hollanders
1
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Candy at 12% yearly return?
www.valuingdutchman.com
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Hidden value in plain sight
Heads I win, tails I don't lo
Apr 25
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Sam Hollanders
2
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Hidden value in plain sight
www.valuingdutchman.com
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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%).
Mar 30
•
Sam Hollanders
1
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A Tale of Family, Bankruptcy, and Remarkable Revival in the Shoe Business
www.valuingdutchman.com
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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…
Mar 7
•
Sam Hollanders
2
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Will there be another attempt at taking this company private?
www.valuingdutchman.com
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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…
Feb 26
•
Sam Hollanders
1
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Buying a company at 43,9x PE as a value investor?
www.valuingdutchman.com
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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…
Feb 21
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Sam Hollanders
1
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Is the hate for palm oil justified?
www.valuingdutchman.com
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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…
Feb 12
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Sam Hollanders
1
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Construction company for sale for one third its tangible book value
www.valuingdutchman.com
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Sometimes it's just simple
Instead of writing a general article, I chose to quickly present the three real estate developers. In February, I will try to maintain this pace so that…
Feb 9
•
Sam Hollanders
2
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Sometimes it's just simple
www.valuingdutchman.com
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Is investing in homebuilders a contrarian move?
As a value investor, you don't have to be a contrarian, but if your focus is on the long term while the market's focus is on the short term, then you…
Feb 6
•
Sam Hollanders
1
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Is investing in homebuilders a contrarian move?
www.valuingdutchman.com
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Spinoff worth at least double it's stock price
The company I am currently presenting finds itself in a fairly typical situation that arises after a spin-off, as described by Joel Greenblatt in his…
Jan 24
•
Sam Hollanders
2
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Spinoff worth at least double it's stock price
www.valuingdutchman.com
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Subsidiary worth more than the whole group
This world leader in its niche is positioned to benefit from the many investments that must follow, both by companies and individuals, to achieve the…
Jan 17
•
Sam Hollanders
1
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Subsidiary worth more than the whole group
www.valuingdutchman.com
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