Memyselfandi007’s Substack
Memyselfandi007Musings of a boring long term Value Investor
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 195 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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valueandopportunity.substack.comLatest Issues
Verisure and Swiss Marketplace - Two more "busted IPOs" worth a second glance ?
DISCLAIMER: This is not investment advice. PLEASE DO YOUR OWN RESEARCH.
Management summary:
Following my post on the disappointing IPO of Birkenstock, I decided to look at 2 more “busted IPOs” that happened more recently, both in Autumn 2...
Birkenstock - Cheap enough to be interesting or is it the next Dr. Martens "Fashion Fiasco" ?
Management Summary:
This is a more superficial look into Birkenstock, a much hyped IPO from 2023 which now trades at 12,5x NTM P/E. Despite still growing at “mid teens”, I could not build up the conviction to start a position, as it is rea...
Some links 27/2027
Morningstar with a list of potentially undervalued luxury stocks
Very interesting deep dive from Edelweiss Capital into the Question how AI Agents will influence OTAs (Booking etc.)
Abbott Laboratories is planning a major spin-off in 2027...
Rubis SCA: Interesting French listed Special Situation with a Corporate Restructuring catalyst
DISCLAIMER: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!!
Management Summary:
Rubis, the French listed Fuel distribution company, represents a potentially interesting Special Situation investment, despite (or because of)...
CEWE Group CMD - More potential upside than I thought
DISCLAIMER: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!!
Background/Follow up:
When I wrote the initial post about CEWE a few days ago, I didn’t know that CEWE actually held a Capital Markets Day for selected investors...
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