Memyselfandi007’s Substack
Memyselfandi007Musings of a boring long term Value Investor
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 163 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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valueandopportunity.substack.comLatest Issues
"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...
Some links 15/2026
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-shape...
Some links 14/2026
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 wh...
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