Emerging Value

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

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.

4:22 PM ∙ Sep 1, 2022

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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

1:02 PM ∙ Jul 5, 2022

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.