Archive - Emerging Value

Monthly portfolio August 2025

As of Saturday August 2, the portfolio is up 20% YTD in Euros and my CAGR since 2021 is 17.4%.

Aug 5 •

July 2025

Best buys July 2025-4: The rise of South East Asia

South East Asia is known for cheap consumer prices, growing economies and industrialisation.

Jul 29 •

Emerging Value updates 9

some sales and another new position!

Jul 26 •

JD.com: scale economy shared

And bargain valuation

Jul 24 •

Best buys July 2025-3: 5 High quality compounders

I have been looking hard at quality investing.

Jul 22 •

Portfolio movement: 1 sale, 2 buys, some positions increased

Jul 17 •

Best buys July 2025-2: 6 Hidden champions small caps

I would define a hidden champion as a mid-quality compounder.

Jul 15 •

LVMH? Time to invest in the Luxury powerhouse?

LVMH has had a large drawdown, a fall, from 900 to 450 Euros in June 2025.

Jul 10 •

Best buys July 2025-1: Top 6 deep value stocks.

Introducing the best buys.

Jul 7 •

Earnings update: Cafom

Cafom is a french nano cap.

Jul 4 •

Understanding the compounder cycle

Quality investing 2.0

Jul 2 •

H1 2025 portfolio review

Jul 1 •

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