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value and opportunity

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EU Expert
Special Situations
Value Investor

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Content

Picture of value and opportunity

Some links 02/2025

Jan. 19, 2025, 10:18 a.m.

No Paywall
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Performance review 2024 – Comment “Extrapolate the past at your own peril”

Jan. 10, 2025, 12:16 p.m.

No Paywall
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Some links 1/2025

Jan. 6, 2025, 10:46 a.m.

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My 23 (+1) stocks for 2025

Dec. 27, 2024, 4:40 p.m.

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Some links 21/2024

Dec. 23, 2024, 8:42 a.m.

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14th Anniversery of Value & Opportunity Blog

Dec. 15, 2024, 12:02 p.m.

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Some links 20/2024

Dec. 14, 2024, 2:44 p.m.

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Some more Q3 Updates – Energiekontor, Fuchs, Eurokai, Hermle & Laurent Perrier

Dec. 13, 2024, 8:34 a.m.

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A few quick Q3 updates – EVS, Eurokai, Amadeus Fire, DCC, ATD & ABO Energy

Dec. 2, 2024, 9:11 p.m.

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Some links 19/2024

Dec. 1, 2024, 8:43 p.m.

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Some links 18/2024

Nov. 16, 2024, 10:51 a.m.

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Panic Journal revival: Trump edition & We have seen this movie before

Nov. 12, 2024, 8:57 p.m.

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Some links 17/2024

Nov. 2, 2024, 5 p.m.

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Re-underwriting Sixt AG:  Family owned & run long term compounder with a great US growth story at a “bonkers bargain” price

Oct. 25, 2024, 10:01 a.m.

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Some links 16/2024

Oct. 12, 2024, 7:30 a.m.

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Performance review 9M 2024 – Comment: “How to train patience during periods of underperformance”

Oct. 6, 2024, 7:43 p.m.

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Ocean Wilsons (OCN-LN) Update – Error in the NAV calculation

Oct. 3, 2024, 7:44 p.m.

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Ocean Wilsons (OCN.LN) – Deep Value “Sum of the parts” Special Situation with a Catalyst

Sept. 30, 2024, 6:28 a.m.

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Fuchs SE (FPE) – A Hidden Champion “Greased for Growth” after a 10 year consolidation phase ?

Sept. 24, 2024, 8:29 a.m.

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Some links 15/2024

Sept. 23, 2024, 7:23 a.m.

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The curious case of the imploding UK Battery Storage Funds (GRID, GSF)

Sept. 20, 2024, 9:16 a.m.

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Some links 14/2024

Sept. 8, 2024, 3:22 p.m.

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Admiral post mortem & Sto SE 6M results

Sept. 3, 2024, 3:02 p.m.

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A quick look into the Lineage Cold Storage IPO prospectus

July 31, 2024, 10:02 a.m.

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All Belgian Shares – The Grand Final

July 26, 2024, 2:02 p.m.

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