Memyselfandi007
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memyselfandi007.bsky.social
Memyselfandi007
@memyselfandi007.bsky.social
740 followers 180 following 540 posts
Author of valueandopportunity.com and self proclaimed "King of the Bumsbuden".
Posts Replies Media Videos
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
memyselfandi007.bsky.social
I have published some links to stories that I found interesting on

Wordpress:
valueandopportunity.com/2025/10/05/s...

And Substack
open.substack.com/pub/valueand...
Some links 21/2025
Fantastic profile of Thomas Peterffy, the legendary founder of Interactive Brokers Nice write-up on UK stock Johnson Matthey from the Modern Investing Substack The Oracle of Oslo Substack on “sum-o…
valueandopportunity.com
October 5, 2025 at 12:29 PM
memyselfandi007.bsky.social
I just published a post on how fellow Canadian Blogger Govro managed to achieve a 100 Bagger with Google on:

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

and Wordpress
valueandopportunity.com/2025/09/29/t...
The Anatomy of a 100 Bagger - How a Canadian Investor managed to hold Google for 21 years
A few weeks ago, fellow blogger Govro from the Wintergems Substack casually mentioned on Twitter/X that he has now realised his first 100 bagger with Google/Alphabet.
open.substack.com
September 29, 2025 at 6:56 PM
memyselfandi007.bsky.social
I posted some links to stories that I found interesting last week on:

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

Wordpress
valueandopportunity.com/2025/09/28/s...
Some Links 20/2025
Interesting deep dive into the London Stock Exchange Group and its current problems
open.substack.com
September 28, 2025 at 5:54 PM
memyselfandi007.bsky.social
I published a new article on the blog that looks at one of the Retail Private Equity vehicles that are offered in Germany from Trade Republic. Spoiler: Don't invest.

Wordpress:
valueandopportunity.com/2025/09/22/p...

Substack:
open.substack.com/pub/valueand...
Private Equity Mini Series (5): Trade Republic offers Private Equity for the masses (ELTIFs) -“Nice try, but hell no”
Previous episodes in this series: Private Equity Mini Series (1): My IRR is not your PerformancePrivate Equity Mini series (2) – What kind of “Alpha” can you expect from Private Equity as a Retail …
valueandopportunity.com
September 22, 2025 at 3:32 PM
memyselfandi007.bsky.social
I just posted a quick update on EVS Broadcast, Eurokai & Jensen on:

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

Wordpress:

valueandopportunity.com/2025/08/21/q...
Quick updates: EVS Broadcast, Eurokai & Jensen
EVS Broadcast
open.substack.com
August 21, 2025 at 9:11 PM
memyselfandi007.bsky.social
Doing Due Dilligence on the new Chamath SPAC
August 19, 2025 at 10:11 AM
memyselfandi007.bsky.social
I have published a post on how to use AI/LLM models to get an initial quality scoring for stocks. Critical feedback and suggestions for improvement are highly welcome !!!!

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

Wordpress:
valueandopportunity.com/2025/08/19/d...
Domo Arigato Mr. Roboto - Using AI Chatbots for an initial Stock Quality scoring
As I mentioned in my 2025 Q2 Performance review, my central investing tool is now a dynamic watchlist that prioritizes Companies based on Quality, Valuation and Momentum.
open.substack.com
August 19, 2025 at 9:55 AM
memyselfandi007.bsky.social
Some links to stories that I found interesting have been posted on

Wordpress:
valueandopportunity.com/2025/08/18/s...

and Substack
open.substack.com/pub/valueand...
Some links 19/2025
Microsoft has analyzed which business activities are easiest performed by AI (FT Link) Great paper from AQR analyzing that “Buffer funds” using options to “improve” the risk return of stock portfol…
valueandopportunity.com
August 18, 2025 at 11:57 AM
memyselfandi007.bsky.social
Jan Decay
coolisse.bsky.social Avatarinchen @coolisse.bsky.social · Aug 13
Schmähe eine Band humorvoll durch leichte Abwandlung des Namens:

BAAB
kudrna.eu Andreas Kudrna @kudrna.eu · Aug 13
Schmähe eine Band humorvoll durch leichte Abwandlung des Namens:

The Sisters of Merry
August 17, 2025 at 7:21 PM
memyselfandi007.bsky.social
1/2
If I could wish for one thing from AI Agents then it would be the hassle free booking of airline tickets.

It is so cumbersome to click through all the clumsy upsell attempts. Today, Opodo confronted me with an even more evil "scam":
August 12, 2025 at 11:50 AM
memyselfandi007.bsky.social
I have published a post on how I try to incorporate Stock price & fundamental momentum into my investment process.

Wordpress:
valueandopportunity.com/2025/08/11/n...

Substack:
open.substack.com/pub/valueand...
Navel gazing alert: How to improve my investment process by incorporating "Momentum"
Management summary:
open.substack.com
August 11, 2025 at 1:27 PM
memyselfandi007.bsky.social
"Fraport ready for take-off"...
August 7, 2025 at 8:11 AM
memyselfandi007.bsky.social
A few friendly readers alerted my that I seem to have a clone on Substack who ist reaching out to people via direct chat.

I would never do that and never try to sell you anything.

Kindly report this guy to Substack in order to get him blocked.

Thank you!!!
August 3, 2025 at 8:55 AM
memyselfandi007.bsky.social
Some links to stories that I found interesting have been posted on

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

Wordpress
valueandopportunity.com/2025/08/03/s...
Some links 18/2025
The “Mr.
open.substack.com
August 3, 2025 at 7:13 AM