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

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

According


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This year, after a 7 year break, I once again went to the US to attend the Berkshire AGM. Just for clarification: I don’t own Berkshire shares and unfortunately never did because I always thought that they were too expensive.

Attendance:
As mentioned elsewhere, attendance was clearly lower than in the past. The arena was only half full, the overf...


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

DCC is an investment I made back in December 2022. The investment thes...


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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 globa...


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


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