Today i’m talking with Siem from The Dutch Investors about four companies you probably haven’t heard of. All four are quality names trading at various degrees of “fair value.” We explain our thesis to one another and I think both of us ended up with a slightly bigger watchlist at the end.

Be sure to check out The Dutch Investors’ Substack here:

Check their Podcast here: https://thedutchinvestors.buzzsprout.com/2424967/follow

AND check out their website here: https://www.thedutchinvestors.com/

Enjoy!

Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change positions at any time without notice. Investing involves risk, including loss of principal. Do your own research and consider speaking with a licensed adviser who knows your situation.

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Id. d’épisode : 1000744080626

GUID : substack:post:183052021

Date de publication : 7/1/2026 à 07:00:00