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Emerging Value

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Portfolio movement: 1 sale, 2 buys, some positions increased

July 17, 2025, 6:20 a.m.

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Best buys July 2025-2: 6 Hidden champions small caps

July 15, 2025, 9:47 a.m.

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LVMH? Time to invest in the Luxury powerhouse?

July 10, 2025, 8:29 a.m.

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Best buys July 2025-1: Top 6 deep value stocks.

July 7, 2025, 1:46 p.m.

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Earnings update: Cafom

July 4, 2025, 11:14 a.m.

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Understanding the compounder cycle

July 2, 2025, 1:20 p.m.

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H1 2025 portfolio review

July 1, 2025, 8:59 a.m.

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Potential trade alert

June 30, 2025, 2:25 p.m.

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Kontron: Internet of things growth company

June 26, 2025, 12:07 p.m.

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Emerging value updates #9 and portfolio movements

June 18, 2025, 1:07 p.m.

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Update on French nano cap quality company

June 17, 2025, 8:45 a.m.

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Japanese trading companies under 0.8 P/B and buying back stock

June 15, 2025, 12:59 p.m.

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PayPal; The data goldmine

June 9, 2025, 6:24 p.m.

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Update on Glintt after +143%

June 2, 2025, 10:20 a.m.

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Fat pitch value: Japanese company in a deep downturn

May 29, 2025, 12:48 p.m.

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Emerging Value updates 8

May 20, 2025, 2:27 p.m.

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Portfolio updates: positions reinforced

May 16, 2025, 7:23 a.m.

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Portfolio updates - one position sold

May 12, 2025, 9:28 p.m.

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Eurofins scientific - story of a 100 bagger

May 2, 2025, 5:41 a.m.

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Boreo - ex compounder

April 17, 2025, 8:24 a.m.

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Markets in Turmoil, opportunity map

April 7, 2025, 10:57 p.m.

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Emerging value updates 7

April 5, 2025, 7:14 a.m.

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Fat pitch value: Supreme PLC

March 31, 2025, 4:55 p.m.

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MTN Group - 2025 results update.

March 24, 2025, 7:40 a.m.

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Indofood - 2025 update

March 18, 2025, 9:09 p.m.

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