value and opportunity

OTC Adventures: Rocket Internet AG – Jump on this Rocket and get some Kalshi & SpaceX exposure for free ?

Some links 03/2026

The Value & Opportunity Soundtrack

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

Biontech: Checking in once again & using LLMs to value the Pipeline

Some links 02/2026

Alcoholic Update: TFF Group 6M results & Mercosur-EU Trade agreement

Some links 01/2026

(Under-) Performance review 2025 – Comment: “Mean reversion investing – Banks & Spirits”

My 23 Investments for 2026

Some links 30/2025

15 Year Anniversary of Value & Opportunity

Quick (and dirty): Cie Bois Sauvage Special Situation

Some links 29/2025

Some links 28/2025

Some links 27/2025

Random ramblings on AI

Some links 26/2025

Some updates: Wise Plc, Rightmove Plc, Eurokai KgAA, Bouvet ASA, Bombardier

Wise Plc – The “Costco of Currency transfers” ?

Some links 25/2025

Some links 24/2025

Some links 23/2025

Was this the “Karpathy Moment” for the AI Industry ?

Performance review Q3 2025 – Comment “Keep waiting for that European Economic rebound”

Some links 22/2025

Private Equity (Mini) Series 6: Private Equity for the masses – Y2K edition

Some links 21/2025

The Anatomy of a 100 Bagger – How a Canadian Investor managed to hold Google for 21 years

Some links 20/2025

Private Equity Mini Series (5): Trade Republic offers Private Equity for the masses (ELTIFs) -“Nice try, but hell no”

Quick updates: EVS Broadcast, Eurokai & Jensen

Domo Arigato Mr. Roboto – Using AI Chatbots for an initial Stock Quality scoring

Some links 19/2025

Navel gazing Alert: How to improve my investment process by incorporating “Momentum”

Some links 18/2025

Novo Nordisk – 9 years later

Some links 17/2025