Author | Lightnews

Memyselfandi007 @memyselfandi007.bsky.social · 4d

Made my day....

Memyselfandi007 @memyselfandi007.bsky.social · 5d

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

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Memyselfandi007 @memyselfandi007.bsky.social · 5d

That was a long time ago....turned out to be a real ShitCo and I never looked back.

Memyselfandi007 @memyselfandi007.bsky.social · 12d

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

5

Memyselfandi007 @memyselfandi007.bsky.social · 13d

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

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Memyselfandi007 @memyselfandi007.bsky.social · 15d

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

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Memyselfandi007 @memyselfandi007.bsky.social · 19d

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

3

Memyselfandi007 @memyselfandi007.bsky.social · 24d

But who will buy at par if the stuff trades at -30% ?

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Memyselfandi007 @memyselfandi007.bsky.social · 24d

Noooo !! Why don't they convert into a Gold (= Natural Bitcoin) Treasury company ?

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Memyselfandi007 @memyselfandi007.bsky.social · 24d

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

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Memyselfandi007 @memyselfandi007.bsky.social · 27d

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

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Memyselfandi007 @memyselfandi007.bsky.social · Sep 29

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

8

Memyselfandi007 @memyselfandi007.bsky.social · Sep 28

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

4

Memyselfandi007 @memyselfandi007.bsky.social · Sep 22

You are welcome !!!!

1

Memyselfandi007 @memyselfandi007.bsky.social · Sep 22

"Wo ist denn hier vorne und wo hinten ?"

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Memyselfandi007 @memyselfandi007.bsky.social · Sep 22

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

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Memyselfandi007 @memyselfandi007.bsky.social · Aug 21

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

17

Memyselfandi007 @memyselfandi007.bsky.social · Aug 20

I do use it for further Analysis already.

2

Memyselfandi007 @memyselfandi007.bsky.social · Aug 19

Doing Due Dilligence on the new Chamath SPAC

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Memyselfandi007 @memyselfandi007.bsky.social · Aug 19

When finance guys are getting really creative then ...

a man in a khaki shirt is sitting in a tree holding a baby .

ALT: a man in a khaki shirt is sitting in a tree holding a baby .

media.tenor.com

2

Memyselfandi007 @memyselfandi007.bsky.social · Aug 19

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

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Memyselfandi007 @memyselfandi007.bsky.social · Aug 18

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

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Memyselfandi007 @memyselfandi007.bsky.social · Aug 17

Jan Decay

Avatarinchen @coolisse.bsky.social · Aug 13

Schmähe eine Band humorvoll durch leichte Abwandlung des Namens:

BAAB

Andreas Kudrna @kudrna.eu · Aug 13

Schmähe eine Band humorvoll durch leichte Abwandlung des Namens:

The Sisters of Merry

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Memyselfandi007 @memyselfandi007.bsky.social · Aug 12

2/2
After entering all details, including payment data, they suddenly "discovered" that the new price is ~37% higher than the one they had shown me so far.

I find that actually extremely outrageous and will never waste time on that site again.

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Memyselfandi007 @memyselfandi007.bsky.social · Aug 12

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":

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