Value and Opportunity

Substack

Articles

30

Companies covered

42

Sectors

4

Countries

4

Research Articles

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