Hello, I am Olivier. My purpose here is to bring unique companies to the scene with little coverage. I also keep them in my portfolio to benefit. Its documenting my own journey as an investor while sharing ideas.

I’m French, having lived in Ireland, UK and I now live in Spain.

How I got into investing? When I joined a tech company, I received stocks. It was 2008. All my colleagues we telling me that the stock was worthless, a useless thing etc. I stayed nearly 10 years. Saw then nearly 40 quarterly earning updates from the inside.

I saw the psychology change from depression to euphoria. That gave me the mental model to focus on the fundamentals. And I also got some business understanding from all these earnings updates with our CEOs.

Later I got into Dividend growth investing, value investing, made a lot of errors and learned along the way.

I am passionate about turning over the most rocks, constantly searching and discovering companies.

I focus in Value, in the sense that company price is more important to the average investor than perfectly modeling future earnings. I believe that predicting future earnings perfectly is more useful to impress clients, employers or readers than for investing, unless you are a total genius, and there are a few. I am not one! I follow the psychology of Buffett and Munger who simplify investing and make it a lot about common sense. I like a good defensive company at a value price. If it grows fast and organically, it is even better.

Thanks for reading.

Thanks @Michael for all the Support

Thanks @Guy for all the support as well

Extra: South African Craft page

I have a stock of traditional/modern beaded items. This is from a business story you can read about on this Substack post.


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Emerging Value
Value Investing, Emerging Markets and European focus. Based in Europe and looking at small caps, many without English reporting. Join to hear about unknown stocks and have some fun.