Archive - Emerging Value

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 •

June 2025

Potential trade alert

Bastide le confort

Jun 30 •

Kontron: Internet of things growth company

12 times forward earnings, worth buying?

Jun 26 •

Emerging value updates #9 and portfolio movements

Hello everyone !

Jun 18 •

Update on French nano cap quality company

Hello. Quality and nano cap don’t mix?

Jun 17 •

Japanese trading companies under 0.8 P/B and buying back stock

Sunday update. Hands on deck.

Jun 15 •

PayPal; The data goldmine

And avoiding Dlocal

Jun 9 •

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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