Archive - Emerging Value

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 •

May 2025

Fat pitch value: Japanese company in a deep downturn

Some background.

May 29 •

Emerging Value updates 8

Hello everyone !

May 20 •

Portfolio updates: positions reinforced

Hi there, here is some new reporting of positions reinforced.

May 16 •

Portfolio updates - one position sold

Added to existing positions and why (1/2)

May 12 •

Eurofins scientific - story of a 100 bagger

Quality investing.

May 2 •

April 2025

Boreo - ex compounder

Finland serial acquirer

Apr 17 •

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