Memyselfandi007’s Substack
Memyselfandi007Musings of a boring long term Value Investor
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 178 | Founded | 3 years ago | Last Issue | 12 days ago |
| Active | |||||
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valueandopportunity.substack.comLatest Issues
Quick Updates: Fuchs SE (Buy), Paypal Special Situation (Buy) & EVS SA Post mortem
Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESERACH.
Fuchs SE (Buy)
As mentioned in the comments of the initial write-up, I have re-entered Fuchs Common shares with a 2% position. I did sell Fuchs after a disappointment...
Some links 19/2026
Interesting profile on Bill Ackman from Fortune Magazine
Recommended: Sector Stories Substack with yet another well research post, this time on the luxury industry
Interesting deep dive into OpenAIs Business model from a Private Equity pe...
Some links 18/2026
Upslope Capital’s 6M letter including their Magnum Ice Cream pitch
Dynasty Trust’s quarterly letter with a positive view on Travel stocks and a deep dive into EVT Ltd from Australia
A very good Substack article on the different ways Priva...
Quick Updates: Frosta 6M 2026, Paypal vs. Strip &Advent, Easyjet spectacle & DCC “Sweetener”
Frosta
Thanks for reading Memyselfandi007’s Substack! Subscribe for free to receive new posts and support my work.
Frosta, the German “Hidden frozen Food champion” that I wrote up in February already released 6M results this week.
Highli...
Fundsmith 6M letter - Active vs. passive, Momentum & Style change
Management Summary:
In this post, out of pure self-interest, I looked a little bit deeper into Terry Smith’s controversial 6M Fundsmith report and focus on the “Active vs. Passive” debate, how Fundsmith’s Buys and Sells look under my own M...
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