Memyselfandi007’s Substack
Memyselfandi007Musings of a boring long term Value Investor
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 165 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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valueandopportunity.substack.comLatest Issues
Rocket Internet Post Mortem, SpaceX (again) and the strange Google capital increase
Rocket Internet Post Mortem
Last week I mentioned in the comments on the blog and on Twix that I got some “bad vibes” and decided to liquidate my Rocket Internet position even before the planned SpaceX IPO next week.
There were overall 3...
Updates: EVS Broadcast, Jensen Group, Wise & Installux
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 t...
"Space is the place" - SpaceX IPO, OHB SE and a Rocket Internet update
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 Go...
DCC Plc Update - Starting the "Intertek Dance" ?
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.
Yester...
Updates: STEF SA & Gerard Perrier SA
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...
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