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 | 37 | Founded | 7 months ago | Last Issue | 7 days ago |
| Active | |||||
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thevaluationframework.substack.comLatest Issues
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%.
EOS: The Light Thesis Goes to War
How optics, lasers, sensors and software are becoming part of the new defence infrastructure.
EOS is where our light thesis turns into defence infrastructure.
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...
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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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