Memyselfandi007

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...

Some links 27/2025 Once again a pretty decent write-up on Symrise from the Sector Stories substack A good article about Circle, the US Stable Coin company The Verge has a look into the Abyss errr AI Data Center compa…

Some links to stories that I found interesting last week:

Wordpress
valueandopportunity.com/2025/11/24/s...

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

And this is sad

Random ramblings on AI You didn’t ask for it but you get it nevertheless: Some random thoughts on various aspects of Artificial Intelligence. Spoiler: No actionable insights (I think). Gemini 3.0. vs. Nvidia Google…

Some random ramblings on AI:

Wordpress:
valueandopportunity.com/2025/11/23/r...

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

Some links 26/2025 Decent write-up on Robertet form the Sector Stories Substack.

Links to some stories that I found interesting:

Wordpress
valueandopportunity.com/2025/11/17/s...

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

Some updates: Wise Plc, Rightmove Plc, Eurokai KgAA, Bouvet ASA, Bombardier Wise Plc Just a few days after my writeup, Wise published 6M numbers. On the positive side, with regard to Transfer volume, new customers and deposits, Wise grew strongly between 18-37% as we can s…

Some Quick updates on a "mixed bag" of stocks have been published on

Wordpress:
valueandopportunity.com/2025/11/13/s...

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

🤔

I think it is a sign

Wise Plc – The “Costco of Currency transfers” ? Investment Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!! AI Disclaimer: This post has been written entirely “by hand”. I do use LLMs as a research assistant but not fo…

It took a while but I have published a new write-up: "Wise Plc - The "Costco of Money transfers" ?

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

Wordpress:
valueandopportunity.com/2025/11/03/w...

😍

I have the strange urge to travel there just for this.

Random Youtube Video of a Japanese Foodtruck operator preparing and selling his special dumplings. I couldn't stop watching until the end.....

youtu.be/LgRdHRFtKb0?...

Vielen Dank, ich habe gleich den 10X gehebelten Google ETF gekauft.

Some links 25/2025 Sung Capital Substack on Karelia Tobacco from Greece

Some links to stories that I found interesting last week have been published on

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

Wordpress
valueandopportunity.com/2025/11/02/s...

Made my day....

Some links 25/2025 The Brooklyn Investor with an long all-round post and another one on Bubbles

Some links to stories that I found interesting

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

Wordpress:
valueandopportunity.com/2025/10/27/s...

That was a long time ago....turned out to be a real ShitCo and I never looked back.

Some links 23/2025 Finally, 5X leveraged single Stock ETFs are available The maybe most consistent financial blog out there, Abnormal Returns, celebrated it’s 20th Birthday this week. Another OG, 20 Year Blogger, Edd…

Some links to stories that I found interesting last week can be found here:

Wordpress
valueandopportunity.com/2025/10/20/s...

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

Was this the “Karpathy Moment” for the AI Industry ? Who is Andrej Karpathy ? Born in Slovakia and despite only 38 years young/old, he is already an AI “Veteran” having initially studied under AI Godfather Geoff Hinton in Canada, did inte…

I summarized my thoughts on an extremely interesting Podcast/Youtube video with Andrej Karpathy on AI here:

Wordpress:
valueandopportunity.com/2025/10/19/w...

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

Performance review Q3 2025 - Comment "Keep waiting for that European Economic rebound" In the first 9 months of 2025, the Value & Opportunity portfolio gained +6,6% (including dividends, no taxes) against a gain of +16,7% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), ...

Q3 Performance report has been published including some thought on a potential European Economy Rebound (or not)

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

Wordpress:
valueandopportunity.com/2025/10/17/p...

Some links 22/2025 Govro from WIntergems with a deep dive into Pernod Ricard’s brands

Some links to stories that I found interesting on

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

Wordpress:
valueandopportunity.com/2025/10/13/s...

But who will buy at par if the stuff trades at -30% ?

Noooo !! Why don't they convert into a Gold (= Natural Bitcoin) Treasury company ?

Private Equity (Mini) Series 6: Private Equity for the masses – Y2K edition Previous Episodes of the Private Equity (Mini) Series: Private Equity Mini Series (1): My IRR is not your PerformancePrivate Equity Mini series (2) – What kind of “Alpha” can you expect from Privat…

You want to know how a Retail Private Equity product performed over more than 20 years ? Then check out my new post on

Wordpress:
valueandopportunity.com/2025/10/08/p...

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

Some links 21/2025 Fantastic profile of Thomas Peterffy, the legendary founder of Interactive Brokers Nice write-up on UK stock Johnson Matthey from the Modern Investing Substack The Oracle of Oslo Substack on “sum-o…

I have published some links to stories that I found interesting on

Wordpress:
valueandopportunity.com/2025/10/05/s...

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

The Anatomy of a 100 Bagger - How a Canadian Investor managed to hold Google for 21 years A few weeks ago, fellow blogger Govro from the Wintergems Substack casually mentioned on Twitter/X that he has now realised his first 100 bagger with Google/Alphabet.

I just published a post on how fellow Canadian Blogger Govro managed to achieve a 100 Bagger with Google on:

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

and Wordpress
valueandopportunity.com/2025/09/29/t...

Some Links 20/2025 Interesting deep dive into the London Stock Exchange Group and its current problems

I posted some links to stories that I found interesting last week on:

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

Wordpress
valueandopportunity.com/2025/09/28/s...

You are welcome !!!!

"Wo ist denn hier vorne und wo hinten ?"