About - Emerging Value

Hello, I am a private investor with experience in Fintech and Internet industries.

My focus is value investing, combining the best aspects of value and growth. For this, I do not hesitate to look into Small caps or Emerging countries.

My purpose here is to bring these unique companies to the scene with little coverage and to document my own journey as an investor.

There are some ideas in deep value with defensive characteristics and some ideas in quality value.

I follow the psychology of Buffett and Munger who simplify investing and make it a lot about common sense. These two legendary investors have been misquoted and misunderstood recently by “quality investors” to justify excessive entry valuations and momentum investing.

Buffet typically buys under 15 P/E ratio and in this newsletter, you will see how discipline in buying price is exercised by looking everywhere for opportunities, and buying when others are fearful.

The Value methods historically outperforms:

PS: I have an affiliate to financial analysis tool Koyfin here with a 20% discount and 7 day trial of Pro.

Thanks @Michael for all the Support: you can subscribe to his publication here

Michael Fritzell (Asian Century Stocks) @Fritz844

I'm really enjoying @ReturnsJourney's Substack. Some of the stocks (mostly European) I would never have heard about if it wasn't for him.

emergingvalue.substack.comEmerging ValueStocks Ideas with an emphasis on Emerging markets and European Small cap value with preferably a growth component at a bargain price. Click to read Emerging Value, a Substack publication with hundreds of readers.

Thanks @Guy for all the support as well

Guy Davis @dodgingalpha

Check out my man @ReturnsJourney 's Substack, a treasure trove for global value investors🧐😎

Olivier Marz 💙💛 @ReturnsJourney

Hi, I decided to launch a paid subscription for my substack - the main principle is access to my deck - my portfolio - my future exclusive write ups - my watchlist of manually selected quality stocks - what I read in english but also in FR-ES-DE languages. 1/n

Subscribe to Emerging Value

Emerging Markets and European small caps compounders investing. value investing - contrarian.

People

Olivier at Emerging Value

@emergingvalue

I am a Self learner with a tech background. I try to incorporate quality and deep value in the same time. I speak a few languages, and lived in several countries. This helps me to connect with investors circles and to know local brands.