Value and Opportunity

Value and Opportunity has 56 stock analyses indexed on RhinoInvestory, covering 54 companies across Communication Services, Consumer Discretionary, Consumer Staples and 8 more. Published Feb 2024 – Oct 2026.

Sectors Covered

Communication Services Consumer Discretionary Consumer Staples Energy Financials Health Care Industrials Information Technology Materials Real Estate Utilities

Countries Covered

Belgium Bermuda Canada Denmark France Germany Hong Kong Ireland Italy Japan Netherlands Norway Switzerland UK US United Kingdom

Stock Analyses by Value and Opportunity

Birkenstock - Cheap enough to be interesting or is it the next Dr. Martens "Fashion Fiasco" ?

Birkenstock ($BIRK) • 2026-10-26

Rubis SCA: Interesting French listed Special Situation with a Corporate Restructuring catalyst

Rubis ($RUI.PA) • 2026-10-23

CEWE Group CMD - More potential upside than I thought

CEWE Stiftung & Co. KGaA ($CWC.DE) • 2026-10-20

Updates: DCC (sold), TFF (sold), EVS (hammered) & Rightmove (rumours)

DCC ($DCC.L) • 2026-10-09

CEWE KGaA - Good company but not a "Buy" yet ?

CEWE Stiftung & Co. KGaA ($CWC.DE) • 2026-10-06

Another Return of the Travel Series: Is it now time to buy Booking at 15x NTM P/E ?

Booking Holdings ($BKNG) • 2026-09-29

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 ($7RM.DU) • 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 ($VOW3.DE) • 2026-07-01

Special Situation “Quickies”: EasyJet, Nagarro & BioNTech

EasyJet ($EZJ.L) • 2026-06-29

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

Tokio Marine ($8766.T) • 2026-06-24

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

Rhoen ($RHK.DE) • 2026-06-18

Norma Group Large Buyback Tender Special situation

Norma Group ($NOEJ.DE) • 2026-06-18

Quick Updates: DCC (Intertek) & Wise

DCC ($DCC.L) • 2026-06-15

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

Rocket Internet ($RKET.HM) • 2026-06-07

Updates: EVS Broadcast, Jensen Group, Wise & Installux

• 2026-05-27