Memyselfandi007

Quick Updates: EVS Broadcast, Thermador, Eurokai and Sixt The last few days are super busy with 8 (or more ?) of my companies reporting 2025 numbers.

I published some quick updates on EVS Broadcast, Thermador, Eurokai and Sixt on the Blog & Stack.

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

Wordpress:
valueandopportunity.com/2026/03/06/q...

Thank you very much. Downside is very limited unless there would be Problems in the Real Estate Portfolio...

Paypal - Too old for Rock n' Roll and too young to die ? Management summary:

I have published a new post on the Blog & Stack on Paypal where I try to figure out if Paypal's problems are temporary or more structural:

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

Wordpress:
valueandopportunity.com/2026/03/03/p...

Some links 08/2026 Even “OG” AI Guru Andrej Karpathy sees a sea change in programming over the last 2 months (TwiX link)

Some links to stories that I found interesting last week.

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

Wordpress:
valueandopportunity.com/2026/03/01/s...

Short Updates: Innoscripta & Nomad Foods Innoscripta

I have published a quick update on Innoscripta & Nomad Foods.

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

Wordpress:
valueandopportunity.com/2026/02/27/s...

Same here....but they paid at least a decent premium in my case.

Private Equity Series (8): The “Stonepeak precedent”, a “Dirty PE Industry Secret” and what it could mean for the Industry No one has asked for it, but here it is, the next episode of my Private Equity series.

Back to Private Equity and the very interesting case of the Stonepeak Infrastructure fund and what that could mean for the industry.

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

Wordpress:
valueandopportunity.com/2026/02/25/p...

My son doesn't know that one. But Moon patrol was great, agreed....our truck doesn't shoot (yet).

Some thoughts on Vibe Coding, SaaS vs AI (10 Moats) and Guidewire Software Executive Summary:

A busy day on the blog/Stack. A now blog post called "Some thoughts on Vibe Coding, SaaS vs AI (10 Moats) and Guidewire Software" has been published.

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

Wordpress:
valueandopportunity.com/2026/02/23/s...

Some links 07/2026 Clarke Quare Capital with a great “Special Situation Digest”

Some links to stories that I found interesting have been posted on:

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

and Wordpress:
valueandopportunity.com/2026/02/23/s...

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

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

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

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

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

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

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