@raynar81.bsky.social
Reposted
Current portfolio
A&O Johansen $AOJ-B.CO
Becle SAB $CUERVO.MX
Bombardier $BBD.TO
Bouvet $BOUV.OL
Croma $CSSG.L
Eurokai VZ $EUK3.DE
Gerard Perrier $PERR.PA
Hochiki $6745.T
KriKri $KRI.AT
Morinaga& Co. $2201.T
Moury Construct $MOUR.BR
Okano Valve $6492.T
1/2
A&O Johansen $AOJ-B.CO
Becle SAB $CUERVO.MX
Bombardier $BBD.TO
Bouvet $BOUV.OL
Croma $CSSG.L
Eurokai VZ $EUK3.DE
Gerard Perrier $PERR.PA
Hochiki $6745.T
KriKri $KRI.AT
Morinaga& Co. $2201.T
Moury Construct $MOUR.BR
Okano Valve $6492.T
1/2
December 31, 2025 at 1:37 PM
Current portfolio
A&O Johansen $AOJ-B.CO
Becle SAB $CUERVO.MX
Bombardier $BBD.TO
Bouvet $BOUV.OL
Croma $CSSG.L
Eurokai VZ $EUK3.DE
Gerard Perrier $PERR.PA
Hochiki $6745.T
KriKri $KRI.AT
Morinaga& Co. $2201.T
Moury Construct $MOUR.BR
Okano Valve $6492.T
1/2
A&O Johansen $AOJ-B.CO
Becle SAB $CUERVO.MX
Bombardier $BBD.TO
Bouvet $BOUV.OL
Croma $CSSG.L
Eurokai VZ $EUK3.DE
Gerard Perrier $PERR.PA
Hochiki $6745.T
KriKri $KRI.AT
Morinaga& Co. $2201.T
Moury Construct $MOUR.BR
Okano Valve $6492.T
1/2
Reposted
I have published a new post about Novo Nordisk on the blog and Substack:
Wordpress:
valueandopportunity.com/2025/08/01/n...
Substack:
open.substack.com/pub/valueand...
Wordpress:
valueandopportunity.com/2025/08/01/n...
Substack:
open.substack.com/pub/valueand...
Novo Nordisk – 9 years later
Disclaimer: THIS IS NOT INVESTMENT ADVISE. PLEASE DO YOUR OWN RESEARCH. 9 years, three encounters One of the great aspects of writing an online blog for a long time is that I can look back and find…
valueandopportunity.com
August 1, 2025 at 2:50 PM
I have published a new post about Novo Nordisk on the blog and Substack:
Wordpress:
valueandopportunity.com/2025/08/01/n...
Substack:
open.substack.com/pub/valueand...
Wordpress:
valueandopportunity.com/2025/08/01/n...
Substack:
open.substack.com/pub/valueand...
Reposted
I have released a post with short updates on Robertet, DCC & Eurokai. Especially the Eurokai part contains some nerdy stuff for "Connaisseurs" of comlicated EPS calculations (Golden share !!!).
Wordpress:
valueandopportunity.com/2025/04/30/q...
Substack:
open.substack.com/pub/valueand...
Wordpress:
valueandopportunity.com/2025/04/30/q...
Substack:
open.substack.com/pub/valueand...
Quick updates: Robertet Annual results, DCC Healthcare sale & Eurokai 2024 results (including some nerdy EPS adjustments)
Robertet After adding Robertet to my “collector’s corner” a few weeks ago, Robertet published 2024 results 2 weeks ago. With 90 mn EUR Net Income or 43 EUR EPS, results came in a little bit lower t…
valueandopportunity.com
April 30, 2025 at 9:24 AM
I have released a post with short updates on Robertet, DCC & Eurokai. Especially the Eurokai part contains some nerdy stuff for "Connaisseurs" of comlicated EPS calculations (Golden share !!!).
Wordpress:
valueandopportunity.com/2025/04/30/q...
Substack:
open.substack.com/pub/valueand...
Wordpress:
valueandopportunity.com/2025/04/30/q...
Substack:
open.substack.com/pub/valueand...
Reposted
Link to the Zoom video of the East 72 Dynasty Trust presentation PASSCODE M#3gFmyv us02web.zoom.us/rec/componen...
Video Conferencing, Web Conferencing, Webinars, Screen Sharing
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom ...
us02web.zoom.us
February 14, 2025 at 4:54 AM
Link to the Zoom video of the East 72 Dynasty Trust presentation PASSCODE M#3gFmyv us02web.zoom.us/rec/componen...