Archive - Emerging Value

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

March 2025

Fat pitch value: Supreme PLC

Another UK serial acquirer

Mar 31 •

MTN Group - 2025 results update.

Leading African telco

Mar 24 •

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