Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Boreo - ex compounder
April 17, 2025, 8:24 a.m.
Markets in Turmoil, opportunity map
April 7, 2025, 10:57 p.m.
Emerging value updates 7
April 5, 2025, 7:14 a.m.
Fat pitch value: Supreme PLC
March 31, 2025, 4:55 p.m.
MTN Group - 2025 results update.
March 24, 2025, 7:40 a.m.
Indofood - 2025 update
March 18, 2025, 9:09 p.m.
Emerging value updates 6
March 9, 2025, 11:31 a.m.
Japanese software company fat pitch value
Feb. 26, 2025, 11:15 p.m.
Jardine Matheson : Part 2
Feb. 17, 2025, 9:44 p.m.
Emerging value updates 5
Feb. 5, 2025, 11:28 p.m.
Jardine Matheson Holdings Part 1
Jan. 31, 2025, 5:57 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.