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Value and Opportunity

Publishes value-investing company analyses, portfolio updates, special situations, and curated market observations.

https://valueandopportunity.com/

Mentions30
Posts12
Latest post20 Oct 2026
CEWE Stiftung & Co. KGaACEWE Group CMD – More potential upside than I thought-20 Oct 2026
EVS SAUpdates: DCC (sold), TFF (sold), EVS (hammered) & Rightmove (rumours)-9 Oct 2026
TFF GroupUpdates: DCC (sold), TFF (sold), EVS (hammered) & Rightmove (rumours)-9 Oct 2026
DCC Energy plcUpdates: DCC (sold), TFF (sold), EVS (hammered) & Rightmove (rumours)-9 Oct 2026
CEWE Stiftung & Co. KGaACEWE KGaA – Good company but not a “Buy” yet ?-6 Oct 2026
Booking Holdings Inc.Another Return of the Travel Series: Is it now time to buy Booking at 15x NTM P/E ?-29 Sept 2026
Rightmove plcNot aMUSEd: The UK “Portal Pain Basket” (Mony Group, Autotrader & Rightmove)-24 Sept 2026
Autotrader Group plcNot aMUSEd: The UK “Portal Pain Basket” (Mony Group, Autotrader & Rightmove)-24 Sept 2026
MONY Group plcNot aMUSEd: The UK “Portal Pain Basket” (Mony Group, Autotrader & Rightmove)-24 Sept 2026
Delivery Hero SEUpdate Special Situations: Norma, Paypal & NEW: Delivery Hero (No action)-18 Sept 2026
PayPal Holdings, Inc.Update Special Situations: Norma, Paypal & NEW: Delivery Hero (No action)-18 Sept 2026
NORMA Group SEUpdate Special Situations: Norma, Paypal & NEW: Delivery Hero (No action)-18 Sept 2026
Delivery Hero SESome links 22/2026-14 Sept 2026
Fielmann Group AGFielmann Group – Will “Junior” be able to execute the 5 year plan once again ?-20 Aug 2026
EVS SAQuick Updates: Fuchs SE (Buy), Paypal Special Situation (Buy) & EVS SA Post mortem-28 Jul 2026
PayPal Holdings, Inc.Quick Updates: Fuchs SE (Buy), Paypal Special Situation (Buy) & EVS SA Post mortem-28 Jul 2026
Fuchs SEQuick Updates: Fuchs SE (Buy), Paypal Special Situation (Buy) & EVS SA Post mortem-28 Jul 2026
EVT LimitedSome links 18/2026-19 Jul 2026
easyJet plcQuick Updates: Frosta 6M 2026, Paypal vs. Stripe&Advent, Easyjet spectacle & DCC “Sweetener”-17 Jul 2026
PayPal Holdings, Inc.Quick Updates: Frosta 6M 2026, Paypal vs. Stripe&Advent, Easyjet spectacle & DCC “Sweetener”-17 Jul 2026
FRoSTA AktiengesellschaftQuick Updates: Frosta 6M 2026, Paypal vs. Stripe&Advent, Easyjet spectacle & DCC “Sweetener”-17 Jul 2026
Intuit Inc.Fundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
EssilorLuxottica Société anonymeFundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
Veeva Systems Inc.Fundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
Netflix, Inc.Fundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
Uber Technologies, Inc.Fundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
Legrand SAFundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
Nextpower Inc.Fundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
Taiwan Semiconductor Manufacturing Company LimitedFundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
GE Vernova Inc.Fundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026