Amsterdam Stock Exchange Analysis – Stock By Stock Analysis List
Amsterdam Stock Exchange – The search for 10-baggers starts with the As
I have recently looked at the EURO STOXX 50 index and the valuations there are crazy for many constituents. It seems the market in Europe is happy with dividends yields of 1% or at best 2%. The DOW JONES index (video analysis stock by stock) is a bit better but still not far from extremely high valuations and consequently low long-term returns.
The high valuations and ‘nobody cares’ attitude where all people focus on is how a dividend yield of 1.2% is much better than what you get in the bank or what a bond gives, creates huge market mispricing and opportunities for when a stock becomes part of the index mania. Therefore, the key is not to look at the most known names with already extreme market capitalizations, but to look at smaller companies with room to run that offer the possibility to get included in those indexes thanks to business and earning growth over time.
Research criteria and strategy
You don’t need a business to increase its earnings 10x to see the stock 10x, you need it to increase earnings 3x and as the market cap grows, index funds will be forced to include it, demand for the stock will grow, creating a spiral and you get a 10 bagger.
So, I’ll start with the As of various stock markets, I am looking for good businesses that have the potential to triple earnings over the next decade which would make me happy as an investor but that also means that there is a possibility for a 10 bagger.
The key factors I am looking for are:
Business quality reflected in profitability with preferably a strong moat.
Scaling options for the business over the long-term.
A stock price still flying under the radar of the market. There are many great businesses, but those are usually very expensive, I need to find them before the market finds them.
The smaller the market capitalization the better because then index inclusion is not yet a thing and there is much more room to run. Let’s start with the Dutch stock market and every stock listed on the Amsterdam Stock Exchange.
My goals it of find one great business a year, for that I need to turn as many stones as possible. When it comes to stock market research, the best way to turn a stone is to write an overview research article on the business so here we go.
Amsterdam Stock Exchange stocks list with analysis
Below you will find the business name, stock ticker, stock ISIN, quick comment and link to the full research stock analysis. (in bold the analyzed stocks)
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