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Potential trade alert
Bastide le confort
10 hrs ago
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Potential trade alert
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Catalana Occidente - The Spanish dynasty insurer
Sep 9, 2023
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Catalana Occidente - The Spanish dynasty insurer
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Annual 2023 portfolio letter
Dec 31, 2023
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Annual 2023 portfolio letter
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Text SA
May 1, 2024
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Kontron: Internet of things growth company
12 times forward earnings, worth buying?
Jun 26
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Kontron: Internet of things growth company
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Emerging value updates #9 and portfolio movements
Hello everyone !
Jun 18
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Emerging value updates #9 and portfolio movements
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Update on French nano cap quality company
Hello. Quality and nano cap don’t mix?
Jun 17
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Update on French nano cap quality company
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Japanese trading companies under 0.8 P/B and buying back stock
Sunday update. Hands on deck.
Jun 15
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Japanese trading companies under 0.8 P/B and buying back stock
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PayPal; The data goldmine
And avoiding Dlocal
Jun 9
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PayPal; The data goldmine
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Update on Glintt after +143%
Glintt was my Portuguese pick and it’s now up over 143% + dividends in my portfolio.
Jun 2
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Update on Glintt after +143%
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Fat pitch value: Japanese company in a deep downturn
Some background.
May 29
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Fat pitch value: Japanese company in a deep downturn
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Emerging Value
Investing in Emerging Markets and European small caps. value investing but growth companies are welcomed if cheap.
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Insider Ideas
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Just A Value Investor
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No Deep Dives
jefke
Made In Japan
Made in Japan
Beating The Tide: Stock Picks That Outperform
George Atuan, CFA
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