Memyselfandi007’s Substack
Memyselfandi007Musings of a boring long term Value Investor
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 180 | Founded | 3 years ago | Last Issue | 12 days ago |
| Active | |||||
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valueandopportunity.substack.comLatest Issues
Fielmann Group - Will "Junior" be able to execute the 5 year plan once again ?
DISCLAIMER: This is not Investment Advice. PLEASE DO YOUR OWN RESEARCH !!!!
Soundtrack:
There were quite a few songs that fit the topic, but in the end I really like Disco so ”Sexy Eyes” from Dr. Hook is my favorite;
Dr. Hook - Sexy Eyes...
Some links 20/2026
Some deep thoughts on writing with AI from VC legend Brad Feld
Some thoughts on how mRNA technology could move beyond vaccines
Nice 6M letter from Intrinsic Funds with deep dives into Mercado Libre & Nubank
A new Mauboussin paper on the...
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...
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