Value and Opportunity

Value and Opportunity has 47 stock analyses indexed on RhinoInvestory, covering 63 companies across Consumer Staples, Financials, Health Care and 3 more. Published Feb 2024 – Jul 2026.

Sectors Covered

Consumer Staples Financials Health Care Industrials Information Technology Materials

Countries Covered

Belgium Bermuda Canada Denmark France Germany UK US

Stock Analyses by Value and Opportunity

Quick Updates: Fuchs SE (Buy), Paypal Special Situation (Buy) & EVS SA Post mortem

Fuchs SE ($FPE) • 2026-07-28

Some links 18/2026

Magnum Ice cream • 2026-07-19

Quick Updates: Frosta 6M 2026, Paypal vs. Strip &Advent, Easyjet spectacle & DCC “Sweetener”

Frosta AG ($NLM.DE) • 2026-07-17

Performance review 6M 2026 - Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup

Volkswagen • 2026-07-01

Special Situation “Quickies”: EasyJet, Nagarro & BioNTech

EasyJet • 2026-06-29

Hello Japan - A quick look at Berkshire's new partner Tokio Marine

Tokio Marine • 2026-06-24

Norma Group Quick Update: Separable Tender rights - Precedents Rhoen 2014 & Rocket Internet 2022

Rhoen • 2026-06-18

Norma Group Large Buyback Tender Special situation

Norma Group • 2026-06-18

Quick Updates: DCC (Intertek) & Wise

DCC ($INTERTEK) • 2026-06-15

Rocket Internet Post Mortem, SpaceX (again) and the strange Google capital increase

Rocket Internet • 2026-06-07

Updates: EVS Broadcast, Jensen Group, Wise & Installux

EVS Broadcast • 2026-05-27

"Space is the place" - SpaceX IPO, OHB SE and a Rocket Internet update

SpaceX • 2026-05-22

DCC Plc Update - Starting the "Intertek Dance" ?

DCC • 2026-05-20

Updates: STEF SA & Gerard Perrier SA

STEF SA • 2026-05-18

DCC - Interesting “Special Situation” following KKR potential buyout offer at 58 GBP ?

DCC ($INTERTEK) • 2026-05-06

Bachem AG: Riding the “Golden Age of Peptides” with this Hidden Champion from Switzerland

Bachem AG • 2026-04-21

Deja vu all over again: Allbirds vs. Zapata's 1998 "fish oil to Dot.com" Pivot

Allbirds • 2026-04-17

Quick Updates: Frosta, Alimanetation Couche-Tard, Bombardier, Bouvet & Robertet

Frosta AG ($NLM.DE) • 2026-02-13

Frosta AG - Defining their own Category the Hard Way

Frosta AG ($NLM.DE) • 2026-02-09

Quick Update Innoscripta (Company Conference Call)

Innoscripta • 2026-02-04