Some readers might remember that I did a series on Online travel companies some years ago.

Graoullie (or his Antagonist) on the history of Dior and the LVMH holding structure

Disclaimer: This is not investment advice.

The Slow Compounding substack is “teeing up” a series on 12 less obvious, overlooked serial acquirers

Norma Buyback Tender: The original write-up is from mid-June and can be found here. Plus a same day update here. Looking at the share price development, I clearly got out too early from this one at…

Dario Amodei’s Essay on “pacing AI development” is worth reading Also the independent review of the Hugging Face “Swarm attack” is a good but scary read.  Emerging Value with an overview of in…

DISCLAIMER: This is not Investment Advice.

Some deep thoughts on writing with AI from VC legend Brad Feld

Disclaimer: This is not investment advice.

Interesting profile on Bill Ackman from Fortune Magazine

Upslope Capital’s 6M letter including their Magnum Ice Cream pitch

FrostaThanks for reading Memyselfandi007’s Substack!

Management Summary:

Is the AI Boom just a giant Real Estate Bubble ?

In the first 6 months of 2026, the Value & Opportunity portfolio gained +8,1% (including dividends, no taxes) against a gain of +6,2% for the Benchmark (Eurostoxx50 (25%), EuroStoxx small 200 (25%), D...

Castlelake vs.

Whenever Ben Evans drops a new slide deck, you should read it (AI, AI & AI)

Background & Hello Japan

DISCLAIMER: This is not investment advice.

DISCLAIMER: This is not investment advice.

DCC/Intertek

Rocket Internet Post Mortem

EVS Broadcast

DISCLAIMER: This is not Investment advice.

DISCLAIMER: This is not investment advice.

DISCLAIMER: This is not investment advice.

Ben Evans argues that OpenAI/ChatGPT has not developed a great business model (yet)

The Sector Stories Substack with the final post on Flavors & Fragrances including a lot of useful KPIs.

This year, after a 7 year break, I once again went to the US to attend the Berkshire AGM.

Disclaimer: This is not investment advice.

Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!! Elevator pitch: Bachem is a 5 bn CHF market cap Swiss listed pharmaceutical/specialty chemical company which is the global…

Rob Vinall’s 2025 letter to investors is worth reading, as he also discusses why he sold some positions (Prosus, PDD, International Pet.)

Semaglutide Generics (Wegovy, Ozempic) are now available in India at a fraction of the cost of the original

Kann der Turnaround der PayPal Aktie gelingen? Sind die Probleme lösbar oder doch struktureller Art? Unser Blick auf den sterbenden Riesen.

Great interview with Dan Rasmussen from Verdad Capital

Disclaimer: This is not investment advice.

Management summary:

Fantastic write-up on Sony Corp From Govro at Wintergems

Disclaimer: This is not investment advise. PLEASE DO YOUR OWN RESEARCH !!!! I wrote this post this morning (CEST) when the stock price was around 73-74 EUR. I then had to run some errands before be…

As promised last week, part 2 of the updates from the very busy week ago.

A very good description of Sabre’s business from Best Anchor Stocks (following the Constellation Software investment) Interesting Deep Dive into “bill and hold” revenue recognition from Prof. Meitn…

The last few days are super busy with 8 (or more ?) of my companies reporting 2025 numbers.

Management summary:

Even “OG” AI Guru Andrej Karpathy sees a sea change in programming over the last 2 months (TwiX link)

Innoscripta

No one has asked for it, but here it is, the next episode of my Private Equity series.

Executive Summary:

Clarke Quare Capital with a great “Special Situation Digest”