Memyselfandi007’s Substack
Memyselfandi007Musings of a boring long term Value Investor
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 172 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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valueandopportunity.substack.comLatest Issues
Performance review 6M 2026 - Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup
In the first 6 months of 2026, the Value & Opportunity portfolio gained +8,1% (including dividends, no taxes) against a gain of +6,2% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), DAX (30%), MDAX (20%), all TR indices)....
Special Situation “Quickies”: EasyJet, Nagarro & BioNTech
Castlelake vs. Easyjet
The UK is a fertile hunting ground for Private Equity these days. I had written about KKR wanting to buy DCC and EQT going for Intertek.
Another potentially interesting story is Easyjet, where a US investor with the...
Some links 16/2026
Whenever Ben Evans drops a new slide deck, you should read it (AI, AI & AI)
Andrew Brown (Dynasty Capital) on Virtu Financial
The always excellent Sector Stories Substack with a deep dive into Sika
A superb summary of Elon Musk’s cult ca...
Hello Japan - A quick look at Berkshire's new partner Tokio Marine
Background & Hello Japan
There was a lot of noise around Berkshire’s 10 bn participation in the Alphabet capital increase. However, at the Berkshire AGM, Greg Able mostly singled out the investment of Berkshire into Japanese Insurer Tokio...
Norma Group Quick Update: Separable Tender rights - Precedents Rhoen 2014 & Rocket Internet 2022
DISCLAIMER: This is not investment advice. The author might own, buy or sell shares without advance notice. The assumptions might be flawed or outright wrong. PLEASE DO YOUR OWN RESEARCH !!!!
Publishing research is a good way to get constr...
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