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 | 45 | Founded | 10 months ago | Last Issue | 4 days ago |
| Active | |||||
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thevaluationframework.substack.comLatest Issues
McDonald’s and PepsiCo: Higher Prices. Smaller Appetites.
For years, McDonald’s and PepsiCo looked like businesses with a fairly dependable formula: sell familiar products, raise prices gradually, and use their scale to turn modest revenue growth into rising profits. That formula is becoming harde...
Five Years of Investing Mistakes in 10 Minutes
This is the first time I’m writing a more personal post. You’ll get to know me a little better, how my interest in investing and economics began, and especially the mistakes I’ve made since I started investing.
It feels strange to write a...
September 30 Market Update — TVF Portfolio: +17.1% YTD
Two exits, two new positions, and a portfolio that demands more selectivity.
The TVF Portfolio is up 17,1% year-to-date. Over the past two months, the portfolio fell 1,3%.
LVMH under €400
You’ve probably all watched this luxury giant fall. The media has been quick to kick it while it’s down. But has LVMH really lost as much as its share price suggests?
Disclaimer
Do you appreciate our publication? Then y...
El Niño: The Next Global Shock Starts in the Fields
In our Hunger Winter of ’26/’27 thesis, we discussed what the closure of the Strait of Hormuz would mean for the costs and availability of fertilizers. More expensive fertilizers and local shortages for farmers would cause lower yields and...
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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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