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Emerging Value

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Update on Text lastest KPIs Call

Jan. 8, 2025, 9:51 p.m.

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Emerging value annual letter 2024

Jan. 7, 2025, 9:22 a.m.

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Nordrest Holdings AB – ‘MM..FOOD’

Jan. 5, 2025, 11:03 a.m.

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Odyssée Technologies IPO

Dec. 30, 2024, 2:26 p.m.

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A year of write ups on Emerging value

Dec. 26, 2024, 4:10 p.m.

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Christmas special: A genomics portfolio

Dec. 20, 2024, 4:26 p.m.

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Emerging value updates#4

Dec. 14, 2024, 9:52 a.m.

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Delko, European Small cap distributor and acquirer.

Dec. 6, 2024, 9 a.m.

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Analyst Recommendation on Bastide BLC.PA and on German serial acquirer

Nov. 20, 2024, 2:56 p.m.

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Emerging value updates#3 -PayPal, Beximco, Lilak, SDI

Nov. 17, 2024, 12:51 p.m.

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The curious case of Financiere de l'Ouest Africain at 1 or 2 times earnings.

Nov. 3, 2024, 11:51 p.m.

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News and updates #2

Oct. 27, 2024, 10:43 p.m.

Some Paywall
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Kaspi, the Super App company

Oct. 22, 2024, 5:03 p.m.

Some Paywall
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News and Updates #1

Sept. 29, 2024, 11:37 a.m.

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SDI PLC: The essence of value investing

Sept. 20, 2024, 9:55 a.m.

Some Paywall
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Japan nano cap update: New management plan suggest 3-6x upside by 2028 - if they deliver.

Sept. 15, 2024, 8:15 a.m.

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Boustead Singapore analysis: Shareholder oriented Asian Conglomerate

Sept. 11, 2024, 8:02 p.m.

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This Portuguese Small cap is up 25% since entering. : Among the cheapest in the sector

Aug. 4, 2024, 10:05 a.m.

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Swatch group: luxury is cheap: But it may be dead for a while

July 18, 2024, 7:30 a.m.

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H1 2024 Portfolio updates.: 1 new addition, zero sales

July 3, 2024, 12:40 p.m.

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Defensive Latin America ADRs: Opportunities in Emerging markets

June 8, 2024, 5:17 p.m.

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UK value nano cap with large upside and capital returns: Fat pitch value.

May 29, 2024, 7:25 a.m.

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Text SA: AI beneficiary or victim?

May 1, 2024, 8:15 p.m.

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The comeback of small caps: Summary of Alejandro Estebaranz webinar to investors

April 17, 2024, 7:22 a.m.

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Liberty Latin America: Is the Caribbean Cable and Telecom company a good bet?

March 31, 2024, 1:50 p.m.

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