AlphaSenseBeehiivBehind the Balance SheetBehind the Balance SheetFresh InvestFresh InvestBase Hit InvestingHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Dividend StocksAsian Dividend StocksAlluvialAlluvialBejaminAIForward GuidanceForward GuidanceBamSECAlessandro (Macro Strategist)Alessandro (Macro Strategist)TradingviewFinPodFinPodAsian Century StocksAsian Century StocksCapital AllocatorsCapital AllocatorsCapital CyclistsCapital CyclistsFoundersFoundersCompound & FireAtom FinanceRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAmibrokerBehind the Balance SheetChit Chat StocksChit Chat StocksBusiness BreakdownsBusiness BreakdownsEquity MatesEquity MatesFinChatAcquiredAcquiredBest Anchor StocksAlphaSenseBeehiivBehind the Balance SheetBehind the Balance SheetFresh InvestFresh InvestBase Hit InvestingHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Dividend StocksAsian Dividend StocksAlluvialAlluvialBejaminAIForward GuidanceForward GuidanceBamSECAlessandro (Macro Strategist)Alessandro (Macro Strategist)TradingviewFinPodFinPodAsian Century StocksAsian Century StocksCapital AllocatorsCapital AllocatorsCapital CyclistsCapital CyclistsFoundersFoundersCompound & FireAtom FinanceRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAmibrokerBehind the Balance SheetChit Chat StocksChit Chat StocksBusiness BreakdownsBusiness BreakdownsEquity MatesEquity MatesFinChatAcquiredAcquiredBest Anchor StocksAlphaSenseBeehiivBehind the Balance SheetBehind the Balance SheetFresh InvestFresh InvestBase Hit InvestingHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Dividend StocksAsian Dividend StocksAlluvialAlluvialBejaminAIForward GuidanceForward GuidanceBamSECAlessandro (Macro Strategist)Alessandro (Macro Strategist)TradingviewFinPodFinPodAsian Century StocksAsian Century StocksCapital AllocatorsCapital AllocatorsCapital CyclistsCapital CyclistsFoundersFoundersCompound & FireAtom FinanceRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAmibrokerBehind the Balance SheetChit Chat StocksChit Chat StocksBusiness BreakdownsBusiness BreakdownsEquity MatesEquity MatesFinChatAcquiredAcquiredBest Anchor Stocks

Value and Opportunity

Substack

Articles

44

Companies covered

60

Sectors

6

Countries

7

Research Articles

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

BeehiivBamSEC41investments41investmentsBase Hit InvestingBeyondSPXFresh InvestFresh InvestBaFin - Managers' transactionsAcquiredAcquiredBest Anchor StocksEquity MatesEquity MatesCapital Employed FMCapital Employed FMFinChatCompound & FireFoundersFoundersKoyfinAsian Dividend StocksAsian Dividend StocksTradingviewAlphaSenseRhinoInsightRhinoInsightAsian Century StocksAsian Century StocksChit Chat StocksChit Chat StocksBehind the Balance SheetBehind the Balance SheetBehind the Balance SheetAlluvialAlluvialCapital AllocatorsCapital AllocatorsBusiness BreakdownsBusiness BreakdownsHeavy Moat InvestmentsHeavy Moat InvestmentsBejaminAIFinPodFinPodCapital CyclistsCapital CyclistsBeehiivBamSEC41investments41investmentsBase Hit InvestingBeyondSPXFresh InvestFresh InvestBaFin - Managers' transactionsAcquiredAcquiredBest Anchor StocksEquity MatesEquity MatesCapital Employed FMCapital Employed FMFinChatCompound & FireFoundersFoundersKoyfinAsian Dividend StocksAsian Dividend StocksTradingviewAlphaSenseRhinoInsightRhinoInsightAsian Century StocksAsian Century StocksChit Chat StocksChit Chat StocksBehind the Balance SheetBehind the Balance SheetBehind the Balance SheetAlluvialAlluvialCapital AllocatorsCapital AllocatorsBusiness BreakdownsBusiness BreakdownsHeavy Moat InvestmentsHeavy Moat InvestmentsBejaminAIFinPodFinPodCapital CyclistsCapital CyclistsBeehiivBamSEC41investments41investmentsBase Hit InvestingBeyondSPXFresh InvestFresh InvestBaFin - Managers' transactionsAcquiredAcquiredBest Anchor StocksEquity MatesEquity MatesCapital Employed FMCapital Employed FMFinChatCompound & FireFoundersFoundersKoyfinAsian Dividend StocksAsian Dividend StocksTradingviewAlphaSenseRhinoInsightRhinoInsightAsian Century StocksAsian Century StocksChit Chat StocksChit Chat StocksBehind the Balance SheetBehind the Balance SheetBehind the Balance SheetAlluvialAlluvialCapital AllocatorsCapital AllocatorsBusiness BreakdownsBusiness BreakdownsHeavy Moat InvestmentsHeavy Moat InvestmentsBejaminAIFinPodFinPodCapital CyclistsCapital Cyclists