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Value and Opportunity
valueandopportunity.com
Value and Opportunity
·
3d
3 days ago
Norma Group Quick Update: Separable Tender rights – Precedents Rhoen 2014 & Rocket Internet 2022
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Actions for Norma Group Quick Update: Separable Tender rights – Precedents Rhoen 2014 & Rocket Internet 2022
Value and Opportunity
·
4d
4 days ago
Norma Group: Large Buyback Tender Special situation
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Actions for Norma Group: Large Buyback Tender Special situation
Value and Opportunity
·
6d
6 days ago
Quick Updates: DCC (Intertek) & Wise
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Actions for Quick Updates: DCC (Intertek) & Wise
Value and Opportunity
·
2w
2 weeks ago
Rocket Internet Post Mortem, SpaceX (again) and the strange Google capital increase
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Actions for Rocket Internet Post Mortem, SpaceX (again) and the strange Google capital increase
Value and Opportunity
·
3w
3 weeks ago
Updates: EVS Broadcast, Jensen Group, Wise & Installux
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Actions for Updates: EVS Broadcast, Jensen Group, Wise & Installux
Value and Opportunity
·
4w
4 weeks ago
“Space is the place” – SpaceX IPO, OHB SE and a Rocket Internet update
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Value and Opportunity
·
4w
4 weeks ago
DCC Plc Update – Starting the “Intertek Dance” ?
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Actions for DCC Plc Update – Starting the “Intertek Dance” ?
Value and Opportunity
·
5w
5 weeks ago
Updates: STEF SA & Gerard Perrier SA
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Value and Opportunity
·
5w
5 weeks ago
Some links 15/2026
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Actions for Some links 15/2026
Value and Opportunity
·
6w
6 weeks ago
Some links 14/2026
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Actions for Some links 14/2026
Value and Opportunity
·
6w
6 weeks ago
Notes & impressions from Omaha 2026
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Value and Opportunity
·
6w
6 weeks ago
DCC – Interesting “Special Situation” following KKR potential buyout offer at 58 GBP ?
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Value and Opportunity
·
8w
8 weeks ago
Bachem AG: Riding the “Golden Age of Peptides” with this Hidden Champion from Switzerland
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Value and Opportunity
·
9w
9 weeks ago
Some links 13/2026
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Actions for Some links 13/2026
Value and Opportunity
·
9w
9 weeks ago
Deja vu all over again: Allbirds vs. Zapata’s 1998 “fish oil to Dot.com” Pivot
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Value and Opportunity
·
10w
10 weeks ago
Some links 12/2026
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Actions for Some links 12/2026
Value and Opportunity
·
12w
12 weeks ago
Some links 11/2026
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Actions for Some links 11/2026
Value and Opportunity
·
12w
12 weeks ago
Panic Journal 2026 Spring edition – Trump/Iran, SpaceX/Indices and German NatGas storage problems
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Value and Opportunity
·
13w
13 weeks ago
Visibility as a Creator/Writer on LLMs
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Actions for Visibility as a Creator/Writer on LLMs
Value and Opportunity
·
14w
14 weeks ago
Some links 10/2016
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Actions for Some links 10/2016
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