Memyselfandi007
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memyselfandi007.bsky.social
Memyselfandi007
@memyselfandi007.bsky.social
740 followers 180 following 560 posts
Author of valueandopportunity.com and self proclaimed "King of the Bumsbuden".
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memyselfandi007.bsky.social
A new post on the Private Equity "Magic Money Machine" has been published on the Blog & Stack

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/01/21/p...
Private Equity Series (7): Secondaries - The Magic Money Machine for the PE industry
Secondaries - PE Magic Money Machine
open.substack.com
January 21, 2026 at 7:53 AM
memyselfandi007.bsky.social
I have looked (once again) at German Biotech company BioNtech. This time I experimented using LLMs to value the pipeline. Although I didn't pull the trigger, It might be interesting for some readers.

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/01/19/b...
Biontech: Checking in once again & using LLMs to value the Pipeline
Disclaimer: This is not Investment advice.
open.substack.com
January 19, 2026 at 8:02 AM
memyselfandi007.bsky.social
Some links to stories that I found interesting last week

on Substack:
open.substack.com/pub/valueand...

And Wordpress:
valueandopportunity.com/2026/01/18/s...
Some links 02/2026
Interesting Post from Verdad on Japanese Banking stocks.
open.substack.com
January 18, 2026 at 1:55 PM
memyselfandi007.bsky.social
Some quick thoughts on TFF Group's 6M results and implications of the EU-Mercosur trade deal on Wine and Spirits.

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/01/13/a...
Alcoholic Update: TFF Group 6M results & Mercosur-EU Trade agreement
Disclaimer: This is not investment advice.
open.substack.com
January 13, 2026 at 8:03 AM
memyselfandi007.bsky.social
Some links to stories that I found interesting in the past week have been posted on Substack and Wordpress:

Wordpress:
valueandopportunity.com/2026/01/12/s...

Substack:
open.substack.com/pub/valueand...
Some links 01/2026
Good “essay style” Video/Podcast from Dwarkesh on how easily current LLMs could repeat “Knowledge Workers”  European Private Equity guru Ludovic Phallipou with a great deep dive paper on how shaky …
valueandopportunity.com
January 12, 2026 at 9:56 AM
memyselfandi007.bsky.social
My (Under-) Performance review for 2025 has been published on:

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2026/01/09/u...
(Under-) Performance review 2025 - Comment: "Mean reversion investing - Banks & Spirits"
As this review became a little bit longer (too much time on my hands ?), I decided to publish is as a PDF version.
open.substack.com
January 9, 2026 at 11:27 AM
memyselfandi007.bsky.social
A new post with "short pitches" of my current 23 investments has been published on

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2025/12/29/m...
My 23 Investments for 2026
Following an annual tradition since 2013, by the end of the year, I review my portfolio by writing/updating very short summaries for each individual position.  17 of the 23 positions from last…
valueandopportunity.com
December 29, 2025 at 10:10 AM
memyselfandi007.bsky.social
Some links to stories that I find interesting last week:

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2025/12/22/s...
Some links 30/2025
The Blackstone Christmas Video is actually quite funny
open.substack.com
December 22, 2025 at 9:14 AM
memyselfandi007.bsky.social
The Value & Opportunity log has celebrated it's 15th Anniversary.

Wordpress:
valueandopportunity.com/2025/12/16/1...

Substack:
open.substack.com/pub/valueand...
15 Year Anniversary of Value & Opportunity
Every year on December 15th, the blog celebrates another anniversary, because on that day in December 2010, the blog went live for the first time. As always a big “THANK YOU” to all rea…
valueandopportunity.com
December 16, 2025 at 1:09 PM
memyselfandi007.bsky.social
I published a quick and dirty Special Situation analysis for Cie Bois Suavage. Hat tip to @berkshire-haddaway.bsky.social

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2025/12/10/q...
Quick (and dirty): Cie Bois Sauvage Special Situation
This is not Investment Advice.
open.substack.com
December 10, 2025 at 3:25 PM
memyselfandi007.bsky.social
Some links to stories that I found interesting last week on:

Substack
open.substack.com/pub/valueand...

Wordpress
valueandopportunity.com/2025/12/07/s...
Some links 29/2025
Highly recommended: Prof.
open.substack.com
December 7, 2025 at 2:52 PM
memyselfandi007.bsky.social
Some links to stories that I found interesting last week:

Wordpress
valueandopportunity.com/2025/12/01/s...

Substack
open.substack.com/pub/valueand...
Some links 28/2025
Bill Gates has some Book recommendations
open.substack.com
December 1, 2025 at 8:35 PM
memyselfandi007.bsky.social
Some links to stories that I found interesting last week:

Wordpress
valueandopportunity.com/2025/11/24/s...

Substack
open.substack.com/pub/valueand...
Some links 27/2025
Once again a pretty decent write-up on Symrise from the Sector Stories substack A good article about Circle, the US Stable Coin company The Verge has a look into the Abyss errr AI Data Center compa…
valueandopportunity.com
November 24, 2025 at 4:57 PM
memyselfandi007.bsky.social
Some random ramblings on AI:

Wordpress:
valueandopportunity.com/2025/11/23/r...

Substack:
open.substack.com/pub/valueand...
Random ramblings on AI
You didn’t ask for it but you get it nevertheless: Some random thoughts on various aspects of Artificial Intelligence. Spoiler: No actionable insights (I think). Gemini 3.0. vs. Nvidia Google…
valueandopportunity.com
November 23, 2025 at 6:21 PM
memyselfandi007.bsky.social
Links to some stories that I found interesting:

Wordpress
valueandopportunity.com/2025/11/17/s...

Substack
open.substack.com/pub/valueand...
Some links 26/2025
Decent write-up on Robertet form the Sector Stories Substack.
open.substack.com
November 17, 2025 at 2:49 PM
memyselfandi007.bsky.social
Some Quick updates on a "mixed bag" of stocks have been published on

Wordpress:
valueandopportunity.com/2025/11/13/s...

Substack:
open.substack.com/pub/valueand...
Some updates: Wise Plc, Rightmove Plc, Eurokai KgAA, Bouvet ASA, Bombardier
Wise Plc Just a few days after my writeup, Wise published 6M numbers. On the positive side, with regard to Transfer volume, new customers and deposits, Wise grew strongly between 18-37% as we can s…
valueandopportunity.com
November 13, 2025 at 4:14 PM
memyselfandi007.bsky.social
It took a while but I have published a new write-up: "Wise Plc - The "Costco of Money transfers" ?

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2025/11/03/w...
Wise Plc – The “Costco of Currency transfers” ?
Investment Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!! AI Disclaimer: This post has been written entirely “by hand”. I do use LLMs as a research assistant but not fo…
valueandopportunity.com
November 3, 2025 at 4:46 PM
memyselfandi007.bsky.social
Random Youtube Video of a Japanese Foodtruck operator preparing and selling his special dumplings. I couldn't stop watching until the end.....

youtu.be/LgRdHRFtKb0?...
youtu.be
November 3, 2025 at 8:08 AM
memyselfandi007.bsky.social
Some links to stories that I found interesting last week have been published on

Substack
open.substack.com/pub/valueand...

Wordpress
valueandopportunity.com/2025/11/02/s...
Some links 25/2025
Sung Capital Substack on Karelia Tobacco from Greece
open.substack.com
November 2, 2025 at 10:57 AM
memyselfandi007.bsky.social
Some links to stories that I found interesting

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2025/10/27/s...
Some links 25/2025
The Brooklyn Investor with an long all-round post and another one on Bubbles
open.substack.com
October 27, 2025 at 10:06 AM
memyselfandi007.bsky.social
Some links to stories that I found interesting last week can be found here:

Wordpress
valueandopportunity.com/2025/10/20/s...

Substack
open.substack.com/pub/valueand...
Some links 23/2025
Finally, 5X leveraged single Stock ETFs are available The maybe most consistent financial blog out there, Abnormal Returns, celebrated it’s 20th Birthday this week. Another OG, 20 Year Blogger, Edd…
valueandopportunity.com
October 20, 2025 at 10:14 AM
memyselfandi007.bsky.social
I summarized my thoughts on an extremely interesting Podcast/Youtube video with Andrej Karpathy on AI here:

Wordpress:
valueandopportunity.com/2025/10/19/w...

Substack:
open.substack.com/pub/valueand...
Was this the “Karpathy Moment” for the AI Industry ?
Who is Andrej Karpathy ? Born in Slovakia and despite only 38 years young/old, he is already an AI “Veteran” having initially studied under AI Godfather Geoff Hinton in Canada, did inte…
valueandopportunity.com
October 19, 2025 at 1:17 PM
memyselfandi007.bsky.social
Q3 Performance report has been published including some thought on a potential European Economy Rebound (or not)

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2025/10/17/p...
Performance review Q3 2025 - Comment "Keep waiting for that European Economic rebound"
In the first 9 months of 2025, the Value & Opportunity portfolio gained +6,6% (including dividends, no taxes) against a gain of +16,7% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), ...
open.substack.com
October 17, 2025 at 11:34 AM
memyselfandi007.bsky.social
Some links to stories that I found interesting on

Substack:
open.substack.com/pub/valueand...

Wordpress:
valueandopportunity.com/2025/10/13/s...
Some links 22/2025
Govro from WIntergems with a deep dive into Pernod Ricard’s brands
open.substack.com
October 13, 2025 at 7:23 AM
memyselfandi007.bsky.social
You want to know how a Retail Private Equity product performed over more than 20 years ? Then check out my new post on

Wordpress:
valueandopportunity.com/2025/10/08/p...

Substack
open.substack.com/pub/valueand...
Private Equity (Mini) Series 6: Private Equity for the masses – Y2K edition
Previous Episodes of the Private Equity (Mini) Series: Private Equity Mini Series (1): My IRR is not your PerformancePrivate Equity Mini series (2) – What kind of “Alpha” can you expect from Privat…
valueandopportunity.com
October 8, 2025 at 6:11 AM