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Memyselfandi007’s Substack

Memyselfandi007’s Substack

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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…
 • Memyselfandi007
Some links 30/2025
The Blackstone Christmas Video is actually quite funny
 • Memyselfandi007
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…
 • Memyselfandi007
Quick (and dirty): Cie Bois Sauvage Special Situation
This is not Investment Advice.
 • Memyselfandi007
Some links 29/2025
Highly recommended: Prof.
 • Memyselfandi007
Some links 28/2025
Bill Gates has some Book recommendations
 • Memyselfandi007

November 2025

Some links 27/2025
Once again a pretty decent write-up on Symrise from the Sector Stories substack
 • Memyselfandi007
Random ramblings on AI
You didn’t ask for it but you get it nevertheless: Some random thoughts on various aspects of Artificial Intelligence.
 • Memyselfandi007
Some links 26/2025
Decent write-up on Robertet form the Sector Stories Substack.
 • Memyselfandi007
Some updates: Wise Plc, Rightmove Plc, Eurokai KgAA, Bouvet ASA, Bombardier
Wise Plc
 • Memyselfandi007
Wise Plc - The “Costco of Currency transfers” ?
Introduction:
 • Memyselfandi007
Some links 25/2025
Sung Capital Substack on Karelia Tobacco from Greece
 • Memyselfandi007
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