Valuing Dutchman
Subscribe
Sign in
Home
Initial Analysis
Updates
Portfolio
Results
Archive
About
Initial Analysis
Latest
Top
Discussions
Hidden value in plain sight
Heads I win, tails I don't lo
Apr 25
•
Sam Hollanders
2
Share this post
Hidden value in plain sight
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
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%). Now, I'm venturing back into the shoe industry…
Mar 30
•
Sam Hollanders
1
Share this post
A Tale of Family, Bankruptcy, and Remarkable Revival in the Shoe Business
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
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
Share this post
Will there be another attempt at taking this company private?
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
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
Share this post
Buying a company at 43,9x PE as a value investor?
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
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
•
Sam Hollanders
1
Share this post
Is the hate for palm oil justified?
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
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
•
Sam Hollanders
1
Share this post
Construction company for sale for one third its tangible book value
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
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
Share this post
Sometimes it's just simple
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
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
Share this post
Is investing in homebuilders a contrarian move?
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
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
Share this post
Spinoff worth at least double it's stock price
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
2
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
Share this post
Subsidiary worth more than the whole group
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
Best business in a bad sector?
Let me begin by offering you the very best wishes for the new year: prosperous health for you and your loved ones, as well as substantial stock market…
Jan 11
•
Sam Hollanders
1
Share this post
Best business in a bad sector?
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
No-one wants to pay for this growing company
If I provide the following points, no one will think of the company discussed below. A strong growth strategy with a focus on sustainable and innovative…
Dec 20, 2023
•
Sam Hollanders
2
Share this post
No-one wants to pay for this growing company
www.valuingdutchman.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts