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Value and Opportunity

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Tiefgehende Value-Investing-Analysen eines deutschen Investors – auf Englisch. Einzelwerte, Spezialsituationen und Anlagestrategie.

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Updates: EVS Broadcast, Jensen Group, Wise & Installux

vor 1 Woche

EVS Broadcast Let’s start with the most disappointing update first: EVS Broadcast got slammed down after their Q1 trading statement: I think three items spooked investors, including myself: First, after confirming the guidance, both in the CEO and CFO statement, the press release suddenly contains…

“Space is the place” – SpaceX IPO, OHB SE and a Rocket Internet update

vor 2 Wochen

DISCLAIMER: This is not Investment advice. PLEASE DO YOUR OWN RESEARCH !!!! A lot has happened since I published my Rocket Internet write-up from the end of January. Just as a refresher: I found Rocket Internet interesting, despite some Governance issues as the “sum of the part” value was…

DCC Plc Update – Starting the “Intertek Dance” ?

vor 2 Wochen

DISCLAIMER: This is not investment advice. PLEASE DO YOUR OWN RESEARCH Two weeks ago, I posted a short note on my portfolio company DCC which received a bid from KKR and a partner at 58 GBP per share, which I considered as too low. Yesterday, not too surprisingly, Bloomberg and Reuters published a…

Updates: STEF SA & Gerard Perrier SA

vor 3 Wochen

DISCLAIMER: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!! Summary In this update post, I look at two of my French stock positions, STEF SA and Gerard Perrier. For STEF, I reduced my position by 1% of the portfolio because of problems with the integration of newly acquired…

Some links 15/2026

vor 3 Wochen

Ben Evans argues that OpenAI/ChatGPT has not developed a great business model (yet) A good rule of thumb to avoid AI slob: “Old” blogs/substacks usually don’t use AI to write, new blogs most likely do Some interesting stats on the K-shaped economy in the US Interesting research note from Panmure on…

Some links 14/2026

vor 4 Wochen

The Sector Stories Substack with the final post on Flavors & Fragrances including a lot of useful KPIs. According to this report from the recent Beijing Auto Show, the rest of the Carmaking World should be really worried A nice post on why aiming lower in your portfolio CAGR might be a good thing…

Notes & impressions from Omaha 2026

vor 4 Wochen

This year, after a 7 year break, I once again went to the US to attend the Berkshire AGM. Just for clarification: I don’t own Berkshire shares and unfortunately never did because I always thought that they were too expensive. Attendance:As mentioned elsewhere, attendance was clearly lower than in…

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