Value and Opportunity
30 articles covering 42 companies
Quick Updates: Frosta, Alimanetation Couche-Tard, Bombardier, Bouvet & Robertet
• 2026-02-13T11:03:45.36+00:00
Frosta AG - Defining their own Category the Hard Way
• 2026-02-09T16:40:03.444+00:00
Quick Update Innoscripta (Company Conference Call)
• 2026-02-04T09:04:27.363+00:00
Innoscripta SE: 60% EBIT margins & rapid growth but why did the IPO flop ?
• 2026-02-02T08:17:02.916+00:00
OTC Adventures: Rocket Internet AG - Jump on this Rocket and get some Kalshi & SpaceX exposure for free ?
• 2026-01-27T08:45:52.515+00:00
Biontech: Checking in once again & using LLMs to value the Pipeline
• 2026-01-19T07:57:05.727+00:00
Alcoholic Update: TFF Group 6M results & Mercosur-EU Trade agreement
• 2026-01-13T08:02:14.978+00:00
Wise Plc - The “Costco of Currency transfers” ?
• 2025-11-03T16:43:17.832+00:00
Novo Nordisk - 9 years later
• 2025-08-01T14:46:18.189+00:00
Quick updates: Fuchs, EVS Broadcast, STEF & SFS
• 2025-07-18T13:45:23.909+00:00
Fraport (ISIN: DE0005773303)- An essential Infrastructure play geared up to "fly away" ?
• 2025-05-27T17:03:14.047+00:00
Quick updates: Robertet Annual results, DCC Healthcare sale & Eurokai 2024 results (including some nerdy EPS adjustments)
• 2025-04-30T09:21:46.558+00:00
Bombardier - A potentially successful Aerospace turnaround shot down by Trump Tariffs ?
• 2025-03-31T10:48:00.936+00:00
Quick updates: Italmobiliare, TFF Group, STEF & CK Hutchison Ports deal
• 2025-03-19T10:36:51.672+00:00
Quick updates SFS Group & Jensen Group
• 2025-03-10T09:40:27.504+00:00
Quick update Thermador & Some thoughts on Defence stocks
• 2025-03-03T13:24:53.409+00:00
Quick updates: EVS Broadcast, Sixt and Amadeus Fire
• 2025-02-28T08:02:54.861+00:00
Jensen-Group (ISIN BE0003858751) - Hidden European Champion at a “Dirt Cheap” price
• 2025-01-23T15:45:45.894+00:00
Some more Q3 Updates - Energiekontor, Fuchs, Eurokai, Hermle & Laurent Perrier
• 2024-12-13T08:34:52.4+00:00
A few quick Q3 updates - EVS, Eurokai, Amadeus Fire, DCC, ATD & ABO Energy
• 2024-12-02T21:12:04.239+00:00