Value and Opportunity

Substack

Articles

47

Companies covered

45

Sectors

10

Countries

15

Research Articles

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

Jul 28, 2026

Some links 18/2026

Jul 19, 2026

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

Jul 17, 2026

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

Jul 1, 2026

Special Situation “Quickies”: EasyJet, Nagarro & BioNTech

Jun 29, 2026

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

Jun 24, 2026

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

Jun 18, 2026

Norma Group Large Buyback Tender Special situation

Jun 18, 2026

Quick Updates: DCC (Intertek) & Wise

Jun 15, 2026

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

Jun 7, 2026

Updates: EVS Broadcast, Jensen Group, Wise & Installux

May 27, 2026

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

May 22, 2026

DCC Plc Update - Starting the "Intertek Dance" ?

May 20, 2026

Updates: STEF SA & Gerard Perrier SA

May 18, 2026

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

May 6, 2026

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

Apr 21, 2026

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

Apr 17, 2026

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

Feb 13, 2026

Frosta AG - Defining their own Category the Hard Way

Feb 9, 2026

Quick Update Innoscripta (Company Conference Call)

Feb 4, 2026

Innoscripta SE: 60% EBIT margins & rapid growth but why did the IPO flop ?

Feb 2, 2026

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

Jan 27, 2026

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

Jan 19, 2026

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

Jan 13, 2026

Wise Plc - The “Costco of Currency transfers” ?

Nov 3, 2025

Novo Nordisk - 9 years later

Aug 1, 2025

Quick updates: Fuchs, EVS Broadcast, STEF & SFS

Jul 18, 2025

Fraport (ISIN: DE0005773303)- An essential Infrastructure play geared up to "fly away" ?

May 27, 2025

Quick updates: Robertet Annual results, DCC Healthcare sale & Eurokai 2024 results (including some nerdy EPS adjustments)

Apr 30, 2025

Bombardier - A potentially successful Aerospace turnaround shot down by Trump Tariffs ?

Mar 31, 2025

Quick updates: Italmobiliare, TFF Group, STEF & CK Hutchison Ports deal

Mar 19, 2025

Quick updates SFS Group & Jensen Group

Mar 10, 2025

Quick update Thermador & Some thoughts on Defence stocks

Mar 3, 2025

Quick updates: EVS Broadcast, Sixt and Amadeus Fire

Feb 28, 2025

Jensen-Group (ISIN BE0003858751) - Hidden European Champion at a “Dirt Cheap” price

Jan 23, 2025

Some more Q3 Updates - Energiekontor, Fuchs, Eurokai, Hermle & Laurent Perrier

Dec 13, 2024

A few quick Q3 updates - EVS, Eurokai, Amadeus Fire, DCC, ATD & ABO Energy

Dec 2, 2024

Re-underwriting Sixt AG: Family owned & run long term compounder with a great US growth story at a “bonkers bargain” price

Oct 25, 2024

Ocean Wilsons (OCN-LN) Update - Error in the NAV calculation

Oct 3, 2024

Ocean Wilsons (OCN.LN) - Deep Value “Sum of the parts” Special Situation with a Catalyst

Sep 30, 2024

Fuchs SE (FPE) - A Hidden Champion “Greased for Growth” after a 10 year consolidation phase ?

Sep 24, 2024

Admiral post mortem & Sto SE 6M results

Sep 3, 2024

STEF S.A. (ISIN FR0000064271) - An “Ice Cold” Quality Compounder at a “bonkers bargain” price

Jun 26, 2024

Eurokai 2024 Shareholder Meeting & a short look at Hutchison Ports Holdings Trust

Jun 14, 2024

EVS Broadcast SA - A Hidden Global Champion “Breaking free from the Van” with Software & AI at a Bargain Price

Jun 7, 2024

Amadeus Fire AG (AAD.GR) - Come on and rock me Amadeus !!!

Mar 15, 2024

Eurokai KGaA (ISIN DE0005706535) - Playing the “Time arbitrage game” with the possibly cheapest Port Stock in the World

Feb 12, 2024