The name Dutch Trader refers to The Golden Age. This was a period in Dutch history, roughly spanning the 17th century, in which Dutch trade, science, military, and art were among the most acclaimed in the world.
If you like my contribution you are always welcome to buy me a coffee.
I ...
moreThe name Dutch Trader refers to The Golden Age. This was a period in Dutch history, roughly spanning the 17th century, in which Dutch trade, science, military, and art were among the most acclaimed in the world.
If you like my contribution you are always welcome to buy me a coffee.
I studied at Fontys Business School in Eindhoven, the Netherlands, and my passion is investing, writing, traveling, history, swimming, playing chess, and enjoying my family.
My love to analyze companies and sectors and write about them brought me to Talkmarkets and other websites. Main points of interest: China, Biotechnology, Consumer, Energy, Mining, Dividend, OTC Market, Food, Robotics, and some other themes.
As an investor, I have a bias toward value investing and the markets. All opinions are my own and do not represent the views of my employer. Valuation metrics play an essential part in my investment strategy. My investment philosophy is Unloved, Under-owned, and Undervalued.
I seek investment knowledge through research, study, observation, and experience.
Do you have any business/research proposals or questions, just write an email to tarproinvestments@hotmail.com
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Latest Comments
Yiren Digital, Unloved And Undervalued
US-listed China stocks have always had a relatively hard time on American exchanges because of VIE structures, frauds, corporate governance issues, etc. Despite all these issues I think there are some deep value plays out there.
Yiren Digital, Unloved And Undervalued
Yeah, it's a fact. If they would liquidate Yiren Digital investors would hit the jackpot. But that's just wishful thinking. Management has to find a way to promote their stock or ask themselves the question of why they are still listed on the NYSE. If they can't turn the tide in the stock price it doesn't make any sense to be there.
Yiren Digital, Unloved And Undervalued
The rationale is that some investment metrics will improve and could go back to a more reasonable average valuation. A P/E ratio of 5 would allow the stock price to go to $10. Sentiment in many US-listed China stocks has been terrible over the last few years. Management teams should consider dual listings, going private, or initiating a dividend that can compete with the current interest rates in the USA.
Yalla Group: A Strong Business In Low-Risk Transition
I agree with your thesis! The MENA region and Africa have many opportunities to grow for Yalla. If they can grow their gaming business with successful games that could also be picked up outside their targeted regions it will be even more beneficial.
At this moment, there is a disconnect between the stock price and the underlying fundamentals.
Yalla Group Well Positioned For Second Growth Phase After Another Steady Quarter
I agree with your thesis! The MENA region and Africa have many opportunities to grow for Yalla. If they can grow their gaming business with successful games that could also be picked up outside their targeted regions it will be even more beneficial.
At this moment, there is a disconnect between the stock price and the underlying fundamentals.
Chocolate: Healthy For You, Healthy For Your Portfolio
Strange. There was a comment. My comment was about Rocky Mountain Chocolate Factory. The old retired management has been neglecting the chocolate business for years by not investing in remodeling, renewing, and rebranding. They tried to diversify into frozen yogurt but this wasn't a success story either. Hopefully, the current management can bring back the glory to this company.
The chocolate business can be a very good business if you manage it well. Look to Belgian and French chocolatiers in Europe. They are expanding and expanding.
Chocolate: Healthy For You, Healthy For Your Portfolio
Strange. There was a comment. My comment was about Rocky Mountain Chocolate Factory. The old retired management has been neglecting the chocolate business for years by not investing in remodeling, renewing, and rebranding. They tried to diversify into frozen yogurt but this wasn't a success story either. Hopefully, the current management can bring back the glory to this company.
The chocolate business can be a very good business if you manage it well. Look to Belgian and French chocolatiers in Europe. They are expanding and expanding.
Chocolate: Healthy For You, Healthy For Your Portfolio
TomTom Should Look Outside Europe For Fleet Management Solutions
That is for sure Joe, that's why both companies are broadening their horizons.
TomTom Should Look Outside Europe For Fleet Management Solutions
Thanks Sander, indeed the main listing is in Amsterdam with another ticker. Unfortunately, many US platforms don't support outside tickers, so I couldn't use it here.