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 | 34 | Founded | 6 months ago | Last Issue | 5 days ago |
| Active | |||||
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thevaluationframework.substack.comLatest Issues
The TVF Portfolio: +10.3% YTD in the July 1 Update
A quality-focused portfolio in a market increasingly driven by AI momentum
The TVF Portfolio is up 10,3% year-to-date. Over the past two weeks, the portfolio rose 0,1%.
The Multi-Trillion-Dollar Future of Light
Light feels almost too ordinary to think of as an investment theme. We see it every day, we use it without noticing, and most of the time it simply feels like part of the background.
Yet the more we look at the next generation of technolog...
The TVF Portfolio: +10.2% YTD in the June 17 Update
A quality-focused portfolio in a market increasingly driven by AI momentum
The TVF Portfolio is up 10.2% year-to-date. Over the past two weeks, the portfolio rose 1.1%.
Nexans: Europe’s Underappreciated Electrification Winner
A Strategic Deep Dive into the Grid, Cable and Power Infrastructure Behind the Energy Transition
Europe’s energy transition has a physical bottleneck
Fiscal Dominance: When public debt starts to dictate interest rates
Over the past few years, investors have mainly focused on central banks. Every inflation print, interest rate decision, and statement from the Fed or the ECB was viewed through one simple lens: when will rates come down?
But perhaps that i...
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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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