Who is Mel Value Investments:

My name is Robert Jan Honing and I am a private investor, steadily growing my investment fund. My investment philosophy is grounded in the principles of value investing, initially introduced by Benjamin Graham and further perfected by iconic investors like Warren Buffett and Charlie Munger of Berkshire Hathaway, along with many other successful value investors. Having started my career as a software research engineer, I have gained expertise in building and managing technology businesses. As a result, my investing focus and competence lie specifically in this domain.

The Mel Value Investmemts Strategy:

With my preference for long-term, durable growth, I seek out companies with proven market leadership in markets with secular tailwinds that can strengthen market position through positive dynamics like network effects and high switching costs. These are the types of attributes that result in the long-term relevance of business models. Furthermore, my emphasis on fundamental strength identifies companies with high return on equity, suggesting a durable moat, clean balance sheets and low capital intensity that provide the financial durability and optionality optimal for long-term growth. Finally, my attention to valuations provides a margin of safety against the risk of overpaying for unrealistic or unsustainable growth expectations. My valuation focus ensures that I am buying stocks with muted, not over-hyped, market expectations. This valuation focus is put into practice through my proprietary, conservative discounted cash flow model and by my preference for entering new positions when companies are trading under temporary clouds that impact short-term price but not long-term fundamentals

Contact:

If you have any thoughts, comments, or questions about my endeavors, I'd be happy to hear from you. I'm always eager to forge new professional connections. Feel free to visit my LinkedIn profile for more information: https://www.linkedin.com/in/robertjanhoning/