Memyselfandi007

Some links 06/2026 AI Entrepreneur Matt Schumer on how AI changed the way he works as a Software developer (TwiX Article)

Some links to stories that I found interesting last week:

Substack:
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Wordpress:
valueandopportunity.com/2026/02/16/s...

Quick Updates: Frosta, Alimanetation Couche-Tard, Bombardier, Bouvet & Robertet This week was quite busy, with (at least) 5 of my companies releasing 2025 numbers, some more preliminary than others.

Quick uPdates on Frosta, Alimentation Couche Tard, Bombardier, Bouvet and Robertet habe ben publsihed on

Substack:
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and Wordpress:
valueandopportunity.com/2026/02/13/q...

Frosta AG - Defining their own Category the Hard Way Disclaimer: This is not Investment advice.

Here we go again: I published a "Mini write-up" on Frosta AG, the frozen Food hidden Champion from Northern Germany.

Substack:
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Wordpress:
valueandopportunity.com/2026/02/09/f...

Some links 05/2026 Ben Thompson (Stratecherry) on Microsoft and Software in general vs AI

Some links to stories that I found interesting last week have been published on the Blog & Stack.

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/02/09/s...

Quick Update Innoscripta (Company Conference Call) My timing of my Innoscripta write-up was a little bit unfortunate.

I published a quick update on Innoscripta following yesterday's conference call.

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/02/04/q...

Innoscripta SE: 60% EBIT margins & rapid growth but why did the 2025 IPO flop ? Management summary:  Innoscripta, a young German “SaaS company” which IPOed in 2025 came to my attention because it is extremely profitable (EBIT margin 60%) and growing like crazy (10x in sales si…

A new write-up has been posted on Innoscripta SE, a 2025 German IPO that flopped despite incredible growth & profitability.

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/02/02/i...

Some links 04/2026 Szew’s Substack with an interesting write-up on Wehosters Ionos & GoDaddy

Some links to storeis I found interesting have been published on the Blog & Stack.

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/02/01/s...

Does it go well with the cookies from Lotus Bakeries ?

Things you don't read at the top....

OTC Adventures: Rocket Internet AG - Jump on this Rocket and get some Kalshi & SpaceX exposure for free ? Yee-haa !!!

A new write-up has been released on the Blog and the stack called "OTC Adventures: Rocket Internet AG - Jump on this Rocket and get some Kalshi & SpaceX exposure for free ?"

Substack:
valueandopportunity.substack.com/p/otc-advent...

Wordpress:
valueandopportunity.com/2026/01/27/o...

Some links 03/2026 Great write-up on UK discount retailer B&M fro the Sector Stories Substack

Some links to stories that I found interesting last week have been published on the Blog & Stack

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/01/26/s...

The Value & Opportunity Soundtrack As often on this blog, no one has asked for it but I will post it anyway.

Although no one asked for it, I have collected and published the Value & Opportunity Soundtrack. Have Fun !!

Substack:
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valueandopportunity.com/2026/01/24/t...

Die Banane machts möglich. Bei schwachem Content muss man halt mit allen Tricks arbeiten ;-)

Private Equity Series (7): Secondaries - The Magic Money Machine for the PE industry Secondaries - PE Magic Money Machine

A new post on the Private Equity "Magic Money Machine" has been published on the Blog & Stack

Substack:
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Wordpress:
valueandopportunity.com/2026/01/21/p...

Biontech: Checking in once again & using LLMs to value the Pipeline Disclaimer: This is not Investment advice.

I have looked (once again) at German Biotech company BioNtech. This time I experimented using LLMs to value the pipeline. Although I didn't pull the trigger, It might be interesting for some readers.

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/01/19/b...

Some links 02/2026 Interesting Post from Verdad on Japanese Banking stocks.

Some links to stories that I found interesting last week

on Substack:
open.substack.com/pub/valueand...

And Wordpress:
valueandopportunity.com/2026/01/18/s...

Alcoholic Update: TFF Group 6M results & Mercosur-EU Trade agreement Disclaimer: This is not investment advice.

Some quick thoughts on TFF Group's 6M results and implications of the EU-Mercosur trade deal on Wine and Spirits.

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/01/13/a...

Some links 01/2026 Good “essay style” Video/Podcast from Dwarkesh on how easily current LLMs could repeat “Knowledge Workers”  European Private Equity guru Ludovic Phallipou with a great deep dive paper on how shaky …

Some links to stories that I found interesting in the past week have been posted on Substack and Wordpress:

Wordpress:
valueandopportunity.com/2026/01/12/s...

Substack:
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That sounds like a really stupid guy was responsible for investments....Shrimp farm, C'mon...

(Under-) Performance review 2025 - Comment: "Mean reversion investing - Banks & Spirits" As this review became a little bit longer (too much time on my hands ?), I decided to publish is as a PDF version.

My (Under-) Performance review for 2025 has been published on:

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/01/09/u...

My 23 Investments for 2026 Following an annual tradition since 2013, by the end of the year, I review my portfolio by writing/updating very short summaries for each individual position.  17 of the 23 positions from last…

A new post with "short pitches" of my current 23 investments has been published on

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2025/12/29/m...

Some links 30/2025 The Blackstone Christmas Video is actually quite funny

Some links to stories that I find interesting last week:

Substack:
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Wordpress:
valueandopportunity.com/2025/12/22/s...

Danke schön !!!

You are very funny ;-)

15 Year Anniversary of Value & Opportunity Every year on December 15th, the blog celebrates another anniversary, because on that day in December 2010, the blog went live for the first time. As always a big “THANK YOU” to all rea…

The Value & Opportunity log has celebrated it's 15th Anniversary.

Wordpress:
valueandopportunity.com/2025/12/16/1...

Substack:
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Quick (and dirty): Cie Bois Sauvage Special Situation This is not Investment Advice.

I published a quick and dirty Special Situation analysis for Cie Bois Suavage. Hat tip to @berkshire-haddaway.bsky.social

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2025/12/10/q...

Interesting thoughts. That would be a good outcome. Personally, I would also not mind if they sell their listed shares and use the proceeds for share buy backs.

EQT Managment would get VIP seats

Some links 29/2025 Highly recommended: Prof.

Some links to stories that I found interesting last week on:

Substack
open.substack.com/pub/valueand...

Wordpress
valueandopportunity.com/2025/12/07/s...

Some links 28/2025 Bill Gates has some Book recommendations

Some links to stories that I found interesting last week:

Wordpress
valueandopportunity.com/2025/12/01/s...

Substack
open.substack.com/pub/valueand...