The Valuation Framework
The Valuation FrameworkThe 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 | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 15 | Subscribers | Read | thevaluationframework.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Novonesis: Small Inputs, Big Power
Novonesis looks like a dream company on paper: a global leader in enzymes and microbes, strong margins, a deep moat, and exposure to structural growth trends. But that is precisely why the real question is not whether the story sounds good,...
The Hungerwinter of '26/'27
While the headlines revolve around oil above $100 and military escalation around “Operation Epic Fury,” the world is ignoring a second vulnerability: the fertilizer and food chain. Whereas the oil market can partly fall back on strategic re...
(1) Boost Your Returns: ROIC
Welcome to Part 1 of a new educational series. Alongside our usual macro and stock deep-dives, we will be regularly breaking down the most powerful investment metrics and translating them into simple, actionable tools you can use to make be...
DSM-Firmenich: A Turnaround in Disguise
> ###### Disclaimer: This publication is intended for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell securities.
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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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