Memyselfandi007’s Substack
Memyselfandi007Musings of a boring long term Value Investor
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 182 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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valueandopportunity.substack.comLatest Issues
Update Special Situations: Norma, Paypal & NEW: Delivery Hero (No action)
Norma Buyback Tender:
The original write-up is from mid-June and can be found here. Plus a same day update here.
Looking at the share price development, I clearly got out too early from this one at around 18,85 EUR per share plus dividend...
Some links 22/2026
Dario Amodei’s Essay on “pacing AI development” is worth reading
Also the independent review of the Hugging Face “Swarm attack” is a good but scary read.
Emerging Value with an overview of interesting Argentinian stocks
Some very interes...
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...
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