Everything you care about in one place
Follow feeds: blogs, news, RSS and more. An effortless way to read and digest content of your choice.
Get Feedervalueandopportunity.com
value and opportunity
Get the latest updates from value and opportunity directly as they happen.
Follow now 42 followers
Latest posts
Last updated 4 days ago
Some links 10/2025
4 days ago
After 60 years running Berkshire, Warren Buffett announced that he will retire...
Quick updates: Robertet Annual results, DCC Healthcare sale & Eurokai 2024 results (including some nerdy EPS adjustments)
9 days ago
Robertet After adding Robertet to my “collector’s corner” a few weeks ago,...
Some links 09/2025
11 days ago
The Bain Private Equity Report and the corresponding material is a must...
Panic Journal – Trump II: “There will be blood”
22 days ago
Quick Summary This post contains additional random musings about the current situation,...
Performance review Q1 2025 – Comment: “Negotiation tactics & Achilles Heel”
27 days ago
In the first 3 months of 2025, the Value & Opportunity portfolio...
Bombardier – A potentially successful Aerospace turnaround shot down by Trump Tariffs ?
about 1 month ago
Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH...
Quick updates: Italmobiliare, TFF Group, STEF & CK Hutchison Ports deal
about 2 months ago
Italmobiliare Italmobiliare published preliminary numbers already some days ago. The first reaction...
Some links 07/2025
about 2 months ago
The Wintergem Substack with a very interesting write-up on Canadian Business Jet...
Quick updates SFS Group & Jensen Group
2 months ago
SFS Group 2024 numbers Portfolio company SFS published 2024 numbers last week....
Quick update Thermador & Some thoughts on Defence stocks
2 months ago
Thermador 2024 numbers Thermador released 2024 numbers last Friday. The most positive...
Some links 06/2025
2 months ago
Highly Recommended: Rob Vinall’s 2024 letter is out Paul Singer is a...