Memyselfandi007’s Substack
Memyselfandi007Musings of a boring long term Value Investor
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 189 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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valueandopportunity.substack.comLatest Issues
Updates: DCC (sold), TFF (sold), EVS (hammered) & Rightmove (rumours)
DCC - post mortem
Let’s start with the positive case. I realized my DCC position recently as the share price (~64,4 GBP) approached the bid value (66,72 GBP) and the remaining upside was not so attractive anymore, especially considering po...
CEWE KGaA - Good company but not a "Buy" yet ?
Upfront remarks & Management summary:
This is not a deep dive but more like my typical “first round screening” of a potential interesting investment. In the past, I would have not necessarily published it if I didn’t invest. Going forward,...
Some links 25/2026
Great deep dive into Software Serial Acquirer Vitec from the Slow Compounding Substack
A nice collection of 26 different UK stock ideas from the “British Alpha” Substack
A great story on the history of the Bloomberg Terminal
Latticework...
Another Return of the Travel Series: Is it now time to buy Booking at 15x NTM P/E ?
Some readers might remember that I did a series on Online travel companies some years ago. Here is the link to the last post, including links to previous posts (2017 to 2022, time flies…)
I ended up investing for a short time in Expedia bu...
Some links 24/2026
Graoullie (or his Antagonist) on the history of Dior and the LVMH holding structure
Andrew Brown with an update on Exor Spa
Some good thoughts about the impact of Meta’s Muse on “Inertia loser” stocks
Corteva is spinning of its Seeds bus...
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