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Title: Value and opportunity | Slow Investing, Special Situations & Occasionally Wild Punts

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EVS Broadcast

Let’s start with the most disappointing update first: EVS Broadcast got slammed down after their Q1 trading statement:

I think three items spooked investors, including myself:

First, ...


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DISCLAIMER: This is not investment advice. PLEASE DO YOUR OWN RESEARCH

Two weeks ago, I posted a short note on my portfolio company DCC which received a bid from KKR an...


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DISCLAIMER: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!

Summary

In this update post, I look at two of my French stock positions, STEF SA and Gerard Perrier. For STEF, I reduced my position by 1% of the portfolio because of problems with the integration of newly acquired companies. In con...


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

A good rule of thumb to avoid AI slob: “


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