Value Investing

10 days ago - Translate

Some updates: Wise Plc, Rightmove Plc, Eurokai KgAA, Bouvet ASA, Bombardier Wise Plc Just a few days after my writeup, Wise published 6M numbers. On the positive side, with regard to Transfer volume, new customers and deposits, Wise grew strongly between 18-37% as we can see in this chart: However, Profit before tax and margins went down: Underlying Profit, which only assumes a 1% “take rate” on deposits increased by 13%.
https://valueandopportunity.co....m/2025/11/13/some-up

Discover the world at Altruu, The Discovery Engine

10 days ago - Translate

Some links 26/2025 Decent write-up on Robertet form the Sector Stories Substack. The earlier post on Givaudan is really good, too, as well as the Flavor & Fragrances intro A significant percentage of today’s investors has not experienced a real bear market A deep dive into the major issues of the PE industry from the LT3000 blog Monevator with an interesting post on
https://valueandopportunity.co....m/2025/11/17/some-li

Discover the world at Altruu, The Discovery Engine

10 days ago - Translate

Random ramblings on AI You didn’t ask for it but you get it nevertheless: Some random thoughts on various aspects of Artificial Intelligence. Spoiler: No actionable insights (I think). Gemini 3.0. vs. Nvidia Google Gemini 3.0 seems to be a really good model. I am currently using it with my prompts and it seems a little bit better but not that much. NotebookLM seems
https://valueandopportunity.co....m/2025/11/23/random-

Discover the world at Altruu, The Discovery Engine

10 days ago - Translate

Some links 27/2025 Once again a pretty decent write-up on Symrise from the Sector Stories substack A good article about Circle, the US Stable Coin company The Verge has a look into the Abyss errr AI Data Center company CoreWeave An interesting deep dive into Fraudulent FinTwix favorite Intellego A couple of interesting Spin-offs have been happening lately Monevator with a good intro
https://valueandopportunity.co....m/2025/11/24/some-li

Discover the world at Altruu, The Discovery Engine

10 days ago - Translate

Some links 28/2025 Bill Gates has some Book recommendations Some very interesting thoughts around Micheal Burry’s decision to close his fund Dwarkesh with another “AI Banger”: Ilya Sutskever talks about LLMs Ben Evans has published his new “AI eats the world” slide deck Real Madrid is considering the sale of a minority stake to an investor Retired retail investors tend to trade more
https://valueandopportunity.co....m/2025/12/01/some-li

Discover the world at Altruu, The Discovery Engine