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Emerging Value

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Value Investor

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Summary

Sector Emerging Markets
Content Type Analysis
Website Substack
Paywall Semi

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Average Rating 8.0
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Content

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Emerging Value
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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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Emerging value updates 6

March 9, 2025, 11:31 a.m.

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Japanese software company fat pitch value

Feb. 26, 2025, 11:15 p.m.

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Jardine Matheson : Part 2

Feb. 17, 2025, 9:44 p.m.

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Emerging value updates 5

Feb. 5, 2025, 11:28 p.m.

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Jardine Matheson Holdings Part 1

Jan. 31, 2025, 5:57 a.m.

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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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