Some links to stories that I found interesting Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2025/10/27/s...

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...

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...

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 to stories that I found interesting on Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2025/10/13/s...

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...

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...

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...

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...

I published a new article on the blog that looks at one of the Retail Private Equity vehicles that are offered in Germany from Trade Republic. Spoiler: Don't invest. Wordpress: valueandopportunity.com/2025/09/22/p... Substack: open.substack.com/pub/valueand...

I just posted a quick update on EVS Broadcast, Eurokai & Jensen on: Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2025/08/21/q...

Doing Due Dilligence on the new Chamath SPAC

I have published a post on how to use AI/LLM models to get an initial quality scoring for stocks. Critical feedback and suggestions for improvement are highly welcome !!!! Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2025/08/19/d...

Some links to stories that I found interesting have been posted on Wordpress: valueandopportunity.com/2025/08/18/s... and Substack open.substack.com/pub/valueand...

Jan Decay

1/2 If I could wish for one thing from AI Agents then it would be the hassle free booking of airline tickets. It is so cumbersome to click through all the clumsy upsell attempts. Today, Opodo confronted me with an even more evil "scam":

I have published a post on how I try to incorporate Stock price & fundamental momentum into my investment process. Wordpress: valueandopportunity.com/2025/08/11/n... Substack: open.substack.com/pub/valueand...

"Fraport ready for take-off"...

A few friendly readers alerted my that I seem to have a clone on Substack who ist reaching out to people via direct chat. I would never do that and never try to sell you anything. Kindly report this guy to Substack in order to get him blocked. Thank you!!!

Some links to stories that I found interesting have been posted on Substack: open.substack.com/pub/valueand... Wordpress valueandopportunity.com/2025/08/03/s...

I have published a new post about Novo Nordisk on the blog and Substack: Wordpress: valueandopportunity.com/2025/08/01/n... Substack: open.substack.com/pub/valueand...

The deal between Euope and US was the best Europe could get under current circumstances. It was clearly a "non macho" move from von der Leyen in order to avoid serious disruptions, killing an anyway weak recovery in Europe. In any case, no one knows how long that deal will last.

Some links to stories that I found interesting have been published on: Wordpress valueandopportunity.com/2025/07/28/s... Substack open.substack.com/pub/valueand...

Already a few days ago, Flexjets, a competitor of Netjets, received a massive 800 mn funding round. Although they seem to favor Embraer planes, this clearly shows the boom in Private jets.. www.reuters.com/markets/euro...

I have published a now post in my "Private Equity mini series" on listed UK Private Equity Trusts Wordpress: valueandopportunity.com/2025/07/25/p... Substack: open.substack.com/pub/valueand...

Bummer....

Some links to stories that I found interesting have been posted on the blog. Wordpress: valueandopportunity.com/2025/07/21/s... Substack: valueandopportunity.substack.com/p/some-links...

Das wird sicher wieder ein Riesenerfolg für alle Beteiligten. Schön dass diese beiden sympathischen Zeitgenossen ein zweite Chance bekommen den ahnungslosen Deutschen Kleinsparer zu bescheixxen. Diesesmal sicherheitshalber von Dubai aus. youtu.be/zKUoj1kVaqA?...

A quick update on Fuchs, STEF, EVS Broadcast & SFS has been published on the Blog. Substack: open.substack.com/pub/valueand... Wordpress: valueandopportunity.com/2025/07/18/q...

Nice Case study from Jensen Group on how the can help their clients, in this example in Germany with innovative solutions: www.jensen-group.com/de/neuigkeit...

Higghly recommended

My Q2 Performance review has been posted on Wordpress and Substack. If you are looking for outperformance, you want to skip it. Wordpress: valueandopportunity.com/2025/07/04/p... Substack: open.substack.com/pub/valueand...

Container Storage fees should remain very decent for Container Port operators (Eurokai).

A few links to stories that I found interesting have been posted on: Wordpress valueandopportunity.com/2025/06/29/s... Substack open.substack.com/pub/valueand...

Today I reached 1000 subscribers on Substack. Thank you. valueandopportunity.substack.com/p/1000-subst...

Great news: If there would be no uncertainties anymore, PE deal activity would come "roaring" back..... open.spotify.com/episode/0C7m...

Ja klar, in Zeiten wie diesen ist selbstverständlich eine nicht inflationsindexierte Rentenversicherung mit hoher Kostenquote die beste Altervorsorge gerade für junge Leute. My ass.... www.handelsblatt.com/finanzen/ban...

Some links to stories that I found interesting have been published on: Wordpress valueandopportunity.com/2025/06/09/s... Substack open.substack.com/pub/valueand...

Nature is healing....

A new "borrowed" investment idea, German Airport operator Fraport, has been published on: Wordpress: valueandopportunity.com/2025/05/27/f... Substack: open.substack.com/pub/valueand...

Although the numbers from Laurent Perrier are not that great, they have improved significantly from the first 6M. -6% sales 12M instead of -17% for the first 6M is quite an improvement. Still to early for calling a turnaround but it seems that things are stabilizing.

Some links to stories that I found interesting last week have been published on: Wordpress: valueandopportunity.com/2025/05/26/s... Substack open.substack.com/pub/valueand...

That sounds like storage fees for Eurokai will stay high.

Masa-san is close to his "wettest dream": Accessing Government money directly to bail out his Shitcos....

How much of this is priced in into today's move already ?

Amused that the US demands EU comply with its food standards on the same day MAHA report implies French food approach is much better. Maybe the US should smooth export concerns by adopting EU food standards? 😇

I have published another epsiode of my "Private Equity Mini series" that looks at what kinds of Alpha is realistic especially for Retail investors. Wordpress: valueandopportunity.com/2025/05/23/p... Substack: open.substack.com/pub/valueand...

I published a Quick update on EVS Broadcast and Jensen on: Wordpress valueandopportunity.com/2025/05/22/q... Substack: open.substack.com/pub/valueand...

Fantastic Q1 trading Update from Jensen. Sales up +20%, EPS up +34%, Book to Bill > 1. P/E for 2025 still around 10x.

Eurokai Bremerhaven Terminal seems to be busy....