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 | 25 | Founded | 5 months ago | Last Issue | 3 days ago |
| Active | |||||
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thevaluationframework.substack.comLatest Issues
The TVF Portfolio: Research Becomes Allocation
Turning research into capital decisions.
For months TVF has focused on one thing: understanding the economic mechanisms behind markets, sectors and companies.
Heineken, Brewed for Returns
HEINEKEN N.V. is at a fascinating strategic crossroads. As one of the most iconic and widely distributed brewers in the world, the company has taken several heavy blows in recent years. Stagnating beer volumes in Western markets, persistent...
A Hangover for the Drinks Market
For centuries, the beverage industry has been an undeniable pillar of the global economy. From deeply rooted traditions to standardized mass production, the sector long appeared almost immune to adversity. Yet today’s market is now at a his...
Q1 Thesis Update: 7 Stocks Revisited
A single quarter rarely makes or breaks an entire investment thesis.
But quarterly results are the moment when a thesis becomes more honest. Not in theory, but in numbers: is revenue growing as expected, are margins holding up, is free cas...
Ericsson: The Hidden Infrastructure Behind 5G
Ericsson is a company almost everyone uses, but almost no one sees.
You do not buy an Ericsson phone. You do not wear its logo. You do not open an Ericsson app. Yet a large part of the digital world runs through infrastructure that this Sw...
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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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