LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Update on Text lastest KPIs Call
Jan. 8, 2025, 9:51 p.m.
Emerging value annual letter 2024
Jan. 7, 2025, 9:22 a.m.
Nordrest Holdings AB – ‘MM..FOOD’
Jan. 5, 2025, 11:03 a.m.
Odyssée Technologies IPO
Dec. 30, 2024, 2:26 p.m.
A year of write ups on Emerging value
Dec. 26, 2024, 4:10 p.m.
Christmas special: A genomics portfolio
Dec. 20, 2024, 4:26 p.m.
Emerging value updates#4
Dec. 14, 2024, 9:52 a.m.
Delko, European Small cap distributor and acquirer.
Dec. 6, 2024, 9 a.m.
Analyst Recommendation on Bastide BLC.PA and on German serial acquirer
Nov. 20, 2024, 2:56 p.m.
Emerging value updates#3 -PayPal, Beximco, Lilak, SDI
Nov. 17, 2024, 12:51 p.m.
The curious case of Financiere de l'Ouest Africain at 1 or 2 times earnings.
Nov. 3, 2024, 11:51 p.m.
News and updates #2
Oct. 27, 2024, 10:43 p.m.
Kaspi, the Super App company
Oct. 22, 2024, 5:03 p.m.
News and Updates #1
Sept. 29, 2024, 11:37 a.m.
SDI PLC: The essence of value investing
Sept. 20, 2024, 9:55 a.m.
Japan nano cap update: New management plan suggest 3-6x upside by 2028 - if they deliver.
Sept. 15, 2024, 8:15 a.m.
Boustead Singapore analysis: Shareholder oriented Asian Conglomerate
Sept. 11, 2024, 8:02 p.m.
This Portuguese Small cap is up 25% since entering. : Among the cheapest in the sector
Aug. 4, 2024, 10:05 a.m.
Swatch group: luxury is cheap: But it may be dead for a while
July 18, 2024, 7:30 a.m.
H1 2024 Portfolio updates.: 1 new addition, zero sales
July 3, 2024, 12:40 p.m.
Defensive Latin America ADRs: Opportunities in Emerging markets
June 8, 2024, 5:17 p.m.
UK value nano cap with large upside and capital returns: Fat pitch value.
May 29, 2024, 7:25 a.m.
Text SA: AI beneficiary or victim?
May 1, 2024, 8:15 p.m.
The comeback of small caps: Summary of Alejandro Estebaranz webinar to investors
April 17, 2024, 7:22 a.m.
Liberty Latin America: Is the Caribbean Cable and Telecom company a good bet?
March 31, 2024, 1:50 p.m.