Memyselfandi007
@memyselfandi007.bsky.social
Author of valueandopportunity.com and self proclaimed "King of the Bumsbuden".
Some quick notes on Fuchs SE (Buy), Paypal Special Situation (Buy) and a Post Mortem for EVS SA: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/07/28/q...
Quick Updates: Fuchs SE (Buy), Paypal Special Situation (Buy) & EVS SA Post mortem
Disclaimer: This is not investment advice.
open.substack.com
Some links to stories that I found interesting last week: Substack open.substack.com/pub/valueand... Wordpress valueandopportunity.com/2026/07/28/s...
Some links 19/2026
Interesting profile on Bill Ackman from Fortune Magazine
open.substack.com
Some links to stories I found interesting last week. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/07/19/s...
Some links 18/2026
Upslope Capital’s 6M letter including their Magnum Ice Cream pitch
open.substack.com
A new post with Updates on Frosta, Paypal, Easyjet & DCC is online. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/07/17/q...
Quick Updates: Frosta 6M 2026, Paypal vs. Strip &Advent, Easyjet spectacle & DCC “Sweetener”
FrostaThanks for reading Memyselfandi007’s Substack!
open.substack.com
A new post discussing some aspects of Fundsmith's controversial 6M letter is avaliable on: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/07/14/f...
Fundsmith 6M letter - Active vs. passive, Momentum & Style change
Management Summary:
open.substack.com
Some links to stories that I found interesting last week: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/07/06/s...
Some links 17/2025
Is the AI Boom just a giant Real Estate Bubble ?
open.substack.com
My 6M Perfromance review and some random ramblings on AI, European AC, Volkswagen and the Football Worldcup have been posted on Substack open.substack.com/pub/valueand... and Wordpress valueandopportunity.com/2026/07/01/p...
Performance review 6M 2026 - Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup
In the first 6 months of 2026, the Value & Opportunity portfolio gained +8,1% (including dividends, no taxes) against a gain of +6,2% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), D...
open.substack.com
A Special Situation "Quickie" on EasyJet, Nagarro and BioNTech. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/06/29/s...
Special Situation “Quickies”: EasyJet, Nagarro & BioNTech
Castlelake vs.
open.substack.com
Some links to stories that I found interesting: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/06/29/s...
Some links 16/2026
Whenever Ben Evans drops a new slide deck, you should read it (AI, AI & AI)
open.substack.com
I published a new post that looks at Berkshire's new Japanese Insurance Investment & Partner Tokio Marine Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/06/24/h...
Hello Japan - A quick look at Berkshire's new partner Tokio Marine
Background & Hello Japan
open.substack.com
For the record, I posted a quick update on the Norma Special Situation regarding one detail (separable tender rights) and two precedent cases: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/06/18/n...
Norma Group Quick Update: Separable Tender rights - Precedents Rhoen 2014 & Rocket Internet 2022
DISCLAIMER: This is not investment advice.
open.substack.com
Memyselfandi007@memyselfandi007.bsky.social · 2mo agoI wrote up a new Special Situation investment: Norma Group - Large Buyback Tender Special situation Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/06/18/n...
I wrote up a new Special Situation investment: Norma Group - Large Buyback Tender Special situation Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/06/18/n...
Norma Group Large Buyback Tender Special situation
DISCLAIMER: This is not investment advice.
open.substack.com
Quick updates on DCC and Wise Plc: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/06/15/q...
Quick Updates: DCC (Intertek) & Wise
DCC/Intertek
open.substack.com
Soem post vacation Sunday thoughts on Rocket Internet, SpaceX and the Alphabet Capital Increase Substack: valueandopportunity.substack.com/p/rocket-int... Wordpress:
Rocket Internet Post Mortem, SpaceX (again) and the strange Google capital increase
Rocket Internet Post Mortem
valueandopportunity.substack.com
I published quick updates on EVS Broadcast, Jensen Group, Wise Plc and Installux. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/05/27/u...
Updates: EVS Broadcast, Jensen Group, Wise & Installux
EVS Broadcast
open.substack.com
I just published a new post with the title: "Space is the place" - SpaceX IPO, OHB SE and a Rocket Internet update Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/05/22/s...
"Space is the place" - SpaceX IPO, OHB SE and a Rocket Internet update
DISCLAIMER: This is not Investment advice.
open.substack.com
A short update on the DCC Special Situation & the "Intertek Dance" is available on: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/05/20/d...
DCC Plc Update - Starting the
DISCLAIMER: This is not investment advice.
open.substack.com
I have published a short update of two of my French portfolio positions: STEF SA & Gerard Perrier SA. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/05/18/u...
Updates: STEF SA & Gerard Perrier SA
DISCLAIMER: This is not investment advice.
open.substack.com
Some links to stories that I found interesting last week Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/05/17/s...
Some links 15/2026
Ben Evans argues that OpenAI/ChatGPT has not developed a great business model (yet)
open.substack.com
Some links to stories that I found interesting in the past week: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/05/10/s...
Some links 14/2026
The Sector Stories Substack with the final post on Flavors & Fragrances including a lot of useful KPIs.
open.substack.com
I posted some short notes & impressions from my Omaha/Berkshire Trip this year. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/05/08/n...
Notes & impressions from Omaha 2026
This year, after a 7 year break, I once again went to the US to attend the Berkshire AGM.
open.substack.com
A quick update on DCC Plc after the (informal) "Take private" offer from KKR at 58 GBP per share. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/05/06/d...
DCC - Interesting “Special Situation” following KKR potential buyout offer at 58 GBP ?
Disclaimer: This is not investment advice.
open.substack.com
I have published a new and maybe controversial write-up on Bachem, a Swiss "hidden Champion" that despite being expensive, could be an interesting investment (for some). Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/04/21/b...
Bachem AG: Riding the “Golden Age of Peptides” with this Hidden Champion from Switzerland
Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!! Elevator pitch: Bachem is a 5 bn CHF market cap Swiss listed pharmaceutical/specialty chemical company which is the global…
valueandopportunity.com
Some links to stories that If ound interesting last week: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/04/19/s...
Some links 13/2026
Rob Vinall’s 2025 letter to investors is worth reading, as he also discusses why he sold some positions (Prosus, PDD, International Pet.)
open.substack.com
The 1998 Dot.com Pivot of Fish oil company Zapata looks very similar to Allbird's recent AI pivot. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/04/17/d...
Under construction - Awesome site in the making!
dot.com
Some links to stories that I found interesting during my Easter vacation: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/04/12/s...
Some links 12/2026
Semaglutide Generics (Wegovy, Ozempic) are now available in India at a fraction of the cost of the original
open.substack.com
Bei Paypal scheiten sich die Geister - Nachdem Till Schwalm auf Abilitato seine Analyse veröffentlich hat, erscheint nun ein Gastbeitrag von @memyselfandi007.bsky.social . Affiliate-Link zum Beitrag: abilitato.de/paypal-aktie...
PayPal Aktie: Die Firma hat ihren Burggraben verloren
Kann der Turnaround der PayPal Aktie gelingen? Sind die Probleme lösbar oder doch struktureller Art? Unser Blick auf den sterbenden Riesen.
abilitato.de
Some links to stories I have found interesting last week have been published on the blog and Substack. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/03/29/s...
Some links 11/2026
Great interview with Dan Rasmussen from Verdad Capital
open.substack.com
I just published a new episode of my "Panic Journal" series, covering topics like Trump/Iran, SpaceX/Indices and German NatGas storage problems. Substack: valueandopportunity.substack.com/p/panic-jour... Wordpress: valueandopportunity.com/2026/03/27/p...
Panic Journal 2026 Spring edition - Trump/Iran, SpaceX/Indices and German NatGas storage problems
Disclaimer: This is not investment advice.
valueandopportunity.substack.com
I have published some thoughts on LLMs and the question of visibility for Creators/Bloggers. Warning: No actionable investing items ;-) Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2026/03/18/v...
isibility as a Creator/Writer on LLMs - A test and some thoughts
Management summary:
open.substack.com