All Newsletters
Value and Opportunity
Value and Opportunity has 30 stock analyses indexed on RhinoInvestory, covering 42 companies across Consumer Staples, Health Care, Industrials and 1 more. Published Feb 2024 – Feb 2026.
Sectors Covered
Stock Analyses by Value and Opportunity
Quick Updates: Frosta, Alimanetation Couche-Tard, Bombardier, Bouvet & Robertet
Published: 2026-02-13
Frosta AG - Defining their own Category the Hard Way
Published: 2026-02-09
Quick Update Innoscripta (Company Conference Call)
Published: 2026-02-04
Innoscripta SE: 60% EBIT margins & rapid growth but why did the IPO flop ?
Published: 2026-02-02
Biontech: Checking in once again & using LLMs to value the Pipeline
Published: 2026-01-19
Alcoholic Update: TFF Group 6M results & Mercosur-EU Trade agreement
Published: 2026-01-13
Wise Plc - The “Costco of Currency transfers” ?
Published: 2025-11-03
Novo Nordisk - 9 years later
Published: 2025-08-01
Quick updates: Fuchs, EVS Broadcast, STEF & SFS
Published: 2025-07-18
Quick updates: Italmobiliare, TFF Group, STEF & CK Hutchison Ports deal
Published: 2025-03-19
Quick updates SFS Group & Jensen Group
Published: 2025-03-10
Quick update Thermador & Some thoughts on Defence stocks
Published: 2025-03-03
Quick updates: EVS Broadcast, Sixt and Amadeus Fire
Published: 2025-02-28
Jensen-Group (ISIN BE0003858751) - Hidden European Champion at a “Dirt Cheap” price
Published: 2025-01-23
Some more Q3 Updates - Energiekontor, Fuchs, Eurokai, Hermle & Laurent Perrier
Published: 2024-12-13
A few quick Q3 updates - EVS, Eurokai, Amadeus Fire, DCC, ATD & ABO Energy
Published: 2024-12-02