Sam Hollanders - Moved to other profile

Active X-Profile: x.com/SamHollanders Since the translation function is so good, I see no need anymore to separate languages. You can find me on my main profile @SamHollanders I decided to use that one, as it's the oldest, despite it having less followers. See you there!

After the success of the 1st one last year, I happy to today announce the 2nd edition of the Benelux Small Cap Event. Registration now open seats are limited. More info in my BIO. Happy to have @SamHollanders as a guest Speaker, As well as Jasper Breebaart from Value² Fund.

If this would pass it would give @LSEGplc such a bad reputation.

1/ 🚨 THREAD: Anexo just pulled the most brazen minority squeeze I've ever seen. A "cash offer" 13% below market + threat to trap you in unlisted junk. Even their own advisor said "don't take it." This is what financial bullying looks like 🧵👇

Wow — 48 interviews. And counting! 🚀 From @BrianFeroldi to @WOLF_Financial — the brightest minds in investing 🧠📈 Each 🗣️ 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗧𝗮𝗹𝗸 is packed with insights and timeless lessons. Catch all 48 editions here 👇 ftrinvestors.com/s/investor-talk

The Introdocution of value investing came to a close with this final lessen. Ending conclusion: Good investors aren’t born—they’re made, not through brilliant insights, but by consistently applying simple, yet powerful habits over time. Investing is a verb—and above all, a lifelong learning journey. Enjoy the process! (see next post for link)

I'm going to highlight number 10. Just because I wan't to throw some flowers at him as an appreciation. @GSpier 10. Guy Spier – The Introspective Investor Spier might be lesser-known than the other 9, but his book The Education of a Value Investor offers a rare and honest look into the inner struggles of an investor. He evolved from a competitive, insecure analyst into a calm, value-driven investor. To me, Guy Spier is in a category of his own. While I only know the others through their books, talks, and interviews, I know Guy personally. Since 2020, I’ve been honored and grateful to be part of the ValueX network he founded. He likely doesn’t realize how much his warm invitation—and the entire ValueX community—has meant to me, both as an investor and as a person. I can only hope that one day I’ll be able to offer the same to others. Core Idea: Create an environment that supports good behavior. Spier emphasizes the importance of self-awareness, ethics, and mental calm. Investing is as much a psychological process as a rational one.

The introduction to value investing is coming to a close. This week the second to last lessen. Lesson 18 - What we can learn from famous value investors. In this lesson I bring one core idea from the 10 value investors that influenced me the most. (Link in next message)

I'm not talking Buffett rich. You won't gain a house by investing. You will gain a house by working and saving. And ofcourse you need to put that savings to work in a smart way (by investing). But with a sensible 10% a year you won't make enough from investing to buy a house. Unless you already start with enough money to buy that house.

@ValuingDutchman I would say that depends what do you mean for rich ?? Rich like buffet ? Well not definitely stock markets probably will not make any of us that rich ..rich enough to make money to buy an house or open a busines ,that is more possible..rich is a very "rich" definition

Lesson 17 in our Value Investing 101 course. I've waited until now to burst some bubbles. Stocks won't make you rich. That doesn't mean you shouldn't invest. In the contrary not investing is a sure way to get poorer. Link in next message

@PossenteBlu @x_journeyman The construction isn't subdued (according to the latest statement of Somero) however due to the uncertainty the contractors are reluctant to buy high ticket machinery like that of Somero. I'm not worried, they learned there lessen in 2008

@ValuingDutchman @x_journeyman I'm somewhat baffled that the non-residential construction is subdued in a period of growth for data centres and AI.

Somero Enterprises ( $SOM.L ) just got a notice that Brian Kelly bought a 3,4% stake in the company. After James Vanasek buying up to 6,3% I feel like something might be going on. Can't seem to find anything online and Brian Kelly is a very common name. Anyone with some insights into this?

Lesson 16 of my Value Investing 101 course is now live. Knowing when to sell. Easy in theory, hard in practice. See next message to find it...

@FatAlpha But how will we get the meze 😊

The No.1 feedback from people who attend my in-person events: "I shouldn't tell you this, but you should charge a lot more". I think that says a lot about the value I've provided over the years. With this new Online Event, I'm just as stupid as always, and offering people an incredible deal. These tickets will be gone by the weekend. fatalphavalue.com/online

Sophocles got some great speakers lined up. Jeff, Adam, Evan, Tim, Berna, David and Vitaliy are ones I can vouch for. And if you follow the online conference be sure to ask Jeff for book recommendations. He reads an insane amount of books each year.

@tj_terwilliger It's even worse. ETF investors are giving up their shareholder rights to the fund managers that clearly state they do not care. They just follow the index...

On the Graham quote - if you look at the revisions to 'The Intelligent Investor' Chapter 19 gets shorter and shorter. It's titled 'A Call for Shareholder Action'. He really believed that investors should and would be involved in company decisions, but he slowly came to the conclusion that investors wouldn't exercise their power. I think he was disappointed by this, but it goes to show that you're correct. Investors have totally delegated their decisions to the management team, so picking the right one is really important.

You can analyze a company thoroughly, know the numbers down to the last decimal, and find what seems to be an attractive valuation… but if the management is no good, you're still at serious risk of disappointment. The importance of management quality is often underestimated. And that’s understandable: it’s harder to measure than things like profit growth or return on equity. Still, it’s a crucial part of fundamental analysis, especially for long-term investors. As a shareholder, you’re a part-owner of the business, and you only want to partner with people you trust and respect. Benjamin Graham put it well: “Shareholding theoretically gives control over the company. In practice, shareholders behave like passive spectators.” There are three central reasons why management is critically important: 1/ Strategy and vision set the direction of the ship - Without a clear course, there's no sustainable growth. 2/ Capital allocation determines how efficiently a company grows - What do they do with profits? Reinvest? Pay dividends? Make acquisitions? Reduce debt? 3/ Culture and integrity shape the durability of success - Company culture comes from the top. Good leadership promotes transparency, accountability, and long-term thinking. Read more about assessing management in Lesson 15 of our beginners friendly introductory course in Value Investing (link in next post)

@HiddenMonopoly Looking forward to reading it!

FINALLY ! HIDDEN MONOPOLIES is now AVAILABLE ! Benefit from a reduced price for a limited time and order NOW. (link in the comment below)