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Alcoholic Update: TFF Group 6M results & Mercosur-EU Trade agreement
Disclaimer: This is not investment advice.
Jan 13
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Some links 01/2026
Good “essay style” Video/Podcast from Dwarkesh on how easily current LLMs could repeat “Knowledge Workers”
Jan 12
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Memyselfandi007
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(Under-) Performance review 2025 - Comment: "Mean reversion investing - Banks & Spirits"
As this review became a little bit longer (too much time on my hands ?), I decided to publish is as a PDF version.
Jan 9
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Memyselfandi007
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My 23 Investments for 2026
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…
Dec 29, 2025
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Memyselfandi007
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Some links 30/2025
The Blackstone Christmas Video is actually quite funny
Dec 22, 2025
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Memyselfandi007
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15 Year Anniversary of Value & Opportunity
Every year on December 15th, the blog celebrates another anniversary, because on that day in December 2010, the blog went live for the first time. As…
Dec 16, 2025
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Memyselfandi007
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Quick (and dirty): Cie Bois Sauvage Special Situation
This is not Investment Advice.
Dec 10, 2025
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Memyselfandi007
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Some links 29/2025
Highly recommended: Prof.
Dec 7, 2025
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Memyselfandi007’s Substack
Musings of a boring long term Value Investor
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