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DB_Silver_Fox’s Substack

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The Business That Never Makes Headlines - l’essai inaugural
Gérard Perrier Industrie and the understated power of embedded engineering
 • DB_Silver_Fox
Rémy Cointreau: Where the Long-Cycle Thesis Can Break
An uncomfortable assessment of risk in a time-arbitrage business
 • DB_Silver_Fox
Rémy Cointreau: A 300-Year Experiment in Time, Scarcity, and Dynastic Capital
A trade in memory, not alcohol
 • DB_Silver_Fox
Why Alcohol Consumption Is Here to Stay
And why most non-alcohol trends are cyclical, not structural
 • DB_Silver_Fox
My fat pitch on $RCO.PA - Remy Cointreau
Putting my resources where my conviction is - a 30% position
 • DB_Silver_Fox

November 2025

Antifragile wheel in the Insurance Sector Machinery - quick snapshot
Mission critical, recurring business
 • DB_Silver_Fox
$SAM - The Boston Beer Company
A fallen angel destined to rise again
 • DB_Silver_Fox
$AZK.MC - Azkoyen S.A. - a well diversified asset
A Spanish small cap (200m euro) - growing in its high margin segments
 • DB_Silver_Fox

October 2025

A specialty industrial minerals play which is cheap as French ...
A strategic asset in a tense geopolitical environment close to 52 week lows
 • DB_Silver_Fox
$COMB.BR - Compagnie Du Bois Sauvage - 5 day free preview period
Under the radar capital allocator based in Brussels
 • DB_Silver_Fox
$MTU.PA - Manitou BF SA
A cyclical opportunity
 • DB_Silver_Fox
A little Italian anomaly
Discreet Italian craftsmanship in refrigeration and comfort technologies
 • DB_Silver_Fox
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