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

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Message History

Alcoholic Update: TFF Group 6M results & Mercosur-EU Trade agreement7 days ago

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

TFF Group 6M numbers

No matter how you put it, TFF Groups 6M release on January 7th was pret...

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Some links 01/20268 days ago

Good “essay style” Video/Podcast from Dwarkesh on how easily current LLMs could repeat “Knowledge Workers”

European Private Equity guru Ludovic Phallipou

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(Under-) Performance review 2025 – Comment: "Mean reversion investing – Banks & Spirits”11 days ago

As this review became a little bit longer (too much time on my hands ?), I decided to publish is as a PDF version. Have fun.

Summary:

There is no way around it: 2025 was another bad year in relative terms (the third in the row). The Value & Opportunity portfolio gained +9,4 % (including dividends, no taxes, AOC fund as...

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My 23 Investments for 202622 days ago

Following an annual tradition since 2013, by the end of the year, I review my portfolio by writing/updating very short summaries for each individual position. 17 of the 23 positions from last year are still in the portfolio and I have added 6 new positions. That turnover has been mostly driven by reviews and/or disappointing fundamental developments.

I sold Fuchs, ...

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