The Valuation Framework
The Valuation Framework (TVF) turns market and sector news into clear economic models and links those themes to company deep dives that translate insights into valuation.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 40 | Founded | 8 months ago | Last Issue | 12 days ago |
| Active | |||||
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thevaluationframework.substack.comLatest Issues
DSM-Firmenich: After the Turnaround, What Comes Next?
We published our deep dive on dsm-firmenich last March. The share price was €58.30 at the time. We arrived at a fair value of €88.26. Today, the stock trades at €93.38. It has risen by 60.2%, and the thesis played out sooner than we could h...
The TVF Portfolio: +18,4% YTD — July 29 Market Update
At a new all-time high, the TVF Portfolio shows broad strength across current holdings and position weights
The TVF Portfolio is up 18,4% year-to-date. Over the past two weeks, the portfolio rose 4,7%.
The Silent Water Bill
Severe floods shortly after prolonged droughts are hardly an unfamiliar sight. They are part of a world we have built over the past centuries, and only recently have we started to understand what lies behind it.
In 2021, large parts of Wes...
The S&P 500: A Bubble Disguised as Safety?
Few investments command as much agreement as the S&P 500. For millions of investors, the standard plan is simple:
buy an index fund every month, reinvest the dividends and keep going through every downturn.
The strategy has earned its p...
The TVF Portfolio: +13.7% YTD — July 15 Market Update
At a new all-time high, the TVF Portfolio shows broad strength across current holdings and position weights
The TVF Portfolio is up 13,7% year-to-date. Over the past two weeks, the portfolio rose 3,4%.
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
TVF is a research letter by two Dutch friends. We turn news and market structure into the numbers that move stocks. Educational only.
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