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Best buys November 2025-3 : Tech
This week end I was at the X/Fintwit organised by Andy from Austria in Vienna.
Nov 18
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Emerging Value
9
2
Best Buys updates November 2025-2: UK
While the newsletter is now focusing more on emerging markets opportunities, I will now cover the UK theme as it is part of my portfolio.
Nov 12
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Emerging Value
10
1
Dirty business and big cash flows
Today’s analysis is about a large energy company, in a downturn, at 0.5 times book, future dividends, and less than 3 times 2027 earnings estimates.
Nov 10
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Emerging Value
9
1
Updates November 2025-1 Eastern Europe
This time a quick review of my picks in Eastern Europe.
Nov 4
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3
October 2025
PayPal Q3 Earnings review
PayPal Q3 Earnings were important for several reasons:
Oct 29
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Emerging Value
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2
Monthly portfolio update October 2025
As of Monday morning the portfolio has shown a decrease in value since the last update.
Oct 27
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Emerging Value
8
1
Best buys October 2025: 3-Quality companies opportunities
Nowadays we have seen a lot of crashes in quality investing:
Oct 21
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Emerging Value
7
1
Patria Investments
Compelling valuation for asset manager in Latin America
Oct 18
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Emerging Value
10
1
Best buys October 2025-2: hidden champions
Let’s review the ranking, companies updates and company list 3 month after the Hidden Champion list from July.
Oct 14
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Emerging Value
3
Best buys October 2025-1: Top 6 deep value stocks.
After some changes in stock valuations and movements, I will revisit the deep value segment of my framework, last presented in July.
Oct 7
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Emerging Value
10
5
2
Intrum, from turnaround to AI play?
What to watch in Q3 earnings.
Oct 5
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Emerging Value
11
Emerging value updates #11
Thanks to all new subscribers, we are closing on 6500.
Oct 2
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Emerging Value
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4
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