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 | 31 | Founded | 6 months ago | Last Issue | 35 hours ago |
| Active | |||||
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thevaluationframework.substack.comLatest Issues
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...
Can TVF Pop the AI Bubble?
There is a lot of noise around the AI bubble debate.
Some people treat AI as if it is obviously the next industrial revolution. Others treat it as if the whole thing is one giant speculative cycle waiting to collapse. Both views are too cl...
The TVF Portfolio: +9.1% YTD in the June 3 Update
A quality-focused portfolio in a market increasingly driven by AI momentum
The TVF Portfolio is up 9.1% YTD, but the last two weeks were mixed (-0.6%). Several holdings moved lower while broader equity markets continued to push higher, lar...
Nvidia: Still Worth the Price?
Nvidia is building the roads underneath artificial intelligence.
It does not own the apps, chatbots or enterprise workflows built on top of AI. But it supplies a large part of the infrastructure that allows AI traffic to move: GPUs, networ...
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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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