Valuations update & my new e-book

Hi fellow investors,

The main focus of this week’s newsletter is updated one pager analyses. Primarily valuations, as the market is close to an all time high. So I figured it’s time to update some valuations.

Let’s dive right in!

Updated one-pager analysis

I've ranked all of them from undervalued to overvalued. The most interesting businesses to me right now, considering valuation, are SK Hynix, Credo and Axon, with Bloom and Astera Labs now moving into overvalued territory.

Latest article

After quite some work, I've finished my Rocket Lab deep dive, which was highly requested. You can read the full article below. It covers all the bits and pieces I think you should know about before investing in the company. And if you're already a shareholder, I hope it'll provide you with some valuable new insights!

Rocket Lab deep dive - Is it worth the price?

Rocket Lab is becoming much more than a rocket company, but how much of that potential is already priced in? I unpack the business, risks, and valuation to help you decide whether Rocket Lab is worth your money.

Investing VisualsJan (Investing Visuals)

My first e-book is about to launch!

After putting a lot of effort into it, I'm about to launch my first ever e-book about stock picking.

Paid subscribers have already received it, and it won't be too long before it becomes publicly available. The e-book is my effort to help fellow investors become better at stock picking by sharing the framework I've built over time, which has helped me pick several multibaggers like Nebius, Cloudflare, CrowdStrike, Axon and AMD.

See clearly. Invest independently

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