Bachem AG: Riding the “Golden Age of Peptides” with this Hidden Champion from Switzerland 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…

I have published a new and maybe controversial write-up on Bachem, a Swiss "hidden Champion" that despite being expensive, could be an interesting investment (for some).

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

Wordpress:
valueandopportunity.com/2026/04/21/b...

Some links 13/2026 Rob Vinall’s 2025 letter to investors is worth reading, as he also discusses why he sold some positions (Prosus, PDD, International Pet.)

Some links to stories that If ound interesting last week:

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

Wordpress:
valueandopportunity.com/2026/04/19/s...

The 1998 Dot.com Pivot of Fish oil company Zapata looks very similar to Allbird's recent AI pivot.

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

Wordpress:
valueandopportunity.com/2026/04/17/d...

Some links 12/2026 Semaglutide Generics (Wegovy, Ozempic) are now available in India at a fraction of the cost of the original

Some links to stories that I found interesting during my Easter vacation:

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

Wordpress:
valueandopportunity.com/2026/04/12/s...

PayPal Aktie: Die Firma hat ihren Burggraben verloren Kann der Turnaround der PayPal Aktie gelingen? Sind die Probleme lösbar oder doch struktureller Art? Unser Blick auf den sterbenden Riesen.

Bei Paypal scheiten sich die Geister - Nachdem Till Schwalm auf Abilitato seine Analyse veröffentlich hat, erscheint nun ein Gastbeitrag von @memyselfandi007.bsky.social .
Affiliate-Link zum Beitrag: abilitato.de/paypal-aktie...

Some links 11/2026 Great interview with Dan Rasmussen from Verdad Capital

Some links to stories I have found interesting last week have been published on the blog and Substack.

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

Wordpress:
valueandopportunity.com/2026/03/29/s...

Panic Journal 2026 Spring edition - Trump/Iran, SpaceX/Indices and German NatGas storage problems Disclaimer: This is not investment advice.

I just published a new episode of my "Panic Journal" series, covering topics like Trump/Iran, SpaceX/Indices and German NatGas storage problems.

Substack:
valueandopportunity.substack.com/p/panic-jour...

Wordpress:
valueandopportunity.com/2026/03/27/p...

Don't give up !!!

Good obeservation. When I look at where new subscribers come from, it's mostly substack these days. There the recommendation system seems to work quite well.

isibility as a Creator/Writer on LLMs - A test and some thoughts Management summary:

I have published some thoughts on LLMs and the question of visibility for Creators/Bloggers.
Warning: No actionable investing items ;-)

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

Wordpress:
valueandopportunity.com/2026/03/18/v...

Some links 10/2026 Fantastic write-up on Sony Corp From Govro at Wintergems

Some links to storiesthat I found interesting last week:

Substack:
valueandopportunity.substack.com/p/some-links...

Wordpress:
valueandopportunity.com/2026/03/15/s...

Sind natürlich alles nur Vermutungen.

BioNTech: The Founders announced their exit – what’s next ? 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…

I published yet another update on BioNTech after its founders annunced their exit yesterday.

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

Wordpress:
valueandopportunity.com/2026/03/11/b...

Quick updates: Jensen, SFS, Italmobiliare & Bois Sauvage As promised last week, part 2 of the updates from the very busy week ago.

More quick updates, this time on Jensen Group, SFS, Italmobiliare and Bois Sauvage.

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

Wordpress:
valueandopportunity.com/2026/03/09/q...

Some links 09/2026 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…

Some links to stories that I found interesting last week.

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

Wordpress:
valueandopportunity.com/2026/03/09/s...

Quick Updates: EVS Broadcast, Thermador, Eurokai and Sixt The last few days are super busy with 8 (or more ?) of my companies reporting 2025 numbers.

I published some quick updates on EVS Broadcast, Thermador, Eurokai and Sixt on the Blog & Stack.

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

Wordpress:
valueandopportunity.com/2026/03/06/q...

Thank you very much. Downside is very limited unless there would be Problems in the Real Estate Portfolio...

Paypal - Too old for Rock n' Roll and too young to die ? Management summary:

I have published a new post on the Blog & Stack on Paypal where I try to figure out if Paypal's problems are temporary or more structural:

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

Wordpress:
valueandopportunity.com/2026/03/03/p...

Some links 08/2026 Even “OG” AI Guru Andrej Karpathy sees a sea change in programming over the last 2 months (TwiX link)

Some links to stories that I found interesting last week.

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

Wordpress:
valueandopportunity.com/2026/03/01/s...

Short Updates: Innoscripta & Nomad Foods Innoscripta

I have published a quick update on Innoscripta & Nomad Foods.

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

Wordpress:
valueandopportunity.com/2026/02/27/s...

Same here....but they paid at least a decent premium in my case.

Private Equity Series (8): The “Stonepeak precedent”, a “Dirty PE Industry Secret” and what it could mean for the Industry No one has asked for it, but here it is, the next episode of my Private Equity series.

Back to Private Equity and the very interesting case of the Stonepeak Infrastructure fund and what that could mean for the industry.

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

Wordpress:
valueandopportunity.com/2026/02/25/p...

My son doesn't know that one. But Moon patrol was great, agreed....our truck doesn't shoot (yet).

Some thoughts on Vibe Coding, SaaS vs AI (10 Moats) and Guidewire Software Executive Summary:

A busy day on the blog/Stack. A now blog post called "Some thoughts on Vibe Coding, SaaS vs AI (10 Moats) and Guidewire Software" has been published.

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

Wordpress:
valueandopportunity.com/2026/02/23/s...

Some links 07/2026 Clarke Quare Capital with a great “Special Situation Digest”

Some links to stories that I found interesting have been posted on:

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

and Wordpress:
valueandopportunity.com/2026/02/23/s...

Some links 06/2026 AI Entrepreneur Matt Schumer on how AI changed the way he works as a Software developer (TwiX Article)

Some links to stories that I found interesting last week:

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

Wordpress:
valueandopportunity.com/2026/02/16/s...

Quick Updates: Frosta, Alimanetation Couche-Tard, Bombardier, Bouvet & Robertet This week was quite busy, with (at least) 5 of my companies releasing 2025 numbers, some more preliminary than others.

Quick uPdates on Frosta, Alimentation Couche Tard, Bombardier, Bouvet and Robertet habe ben publsihed on

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

and Wordpress:
valueandopportunity.com/2026/02/13/q...

Frosta AG - Defining their own Category the Hard Way Disclaimer: This is not Investment advice.

Here we go again: I published a "Mini write-up" on Frosta AG, the frozen Food hidden Champion from Northern Germany.

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

Wordpress:
valueandopportunity.com/2026/02/09/f...

Some links 05/2026 Ben Thompson (Stratecherry) on Microsoft and Software in general vs AI

Some links to stories that I found interesting last week have been published on the Blog & Stack.

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

Wordpress:
valueandopportunity.com/2026/02/09/s...