My personal Substack
Owner of Valueandopportunity.com
reminiscence no trades, analysis no deep dive. Tracking quality companies. Not doing deep dive, I am writing about companies and business topics of interest for me, you will never find DCF or base case vs bear case scenario. Do your due diligence.
Thoughts & Ideas on investing with a focus on global small, micro and nano caps and special situations.
Your newsletter which covers the French small, mid and large caps by a British private investor living in France.