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Emerging Value updates 9
some sales and another new position!
19 hrs ago
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Emerging Value updates 9
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JD.com: scale economy shared
And bargain valuation
Jul 24
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JD.com: scale economy shared
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Best buys July 2025-3: 5 High quality compounders
I have been looking hard at quality investing.
Jul 22
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Best buys July 2025-3: 5 High quality compounders
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Portfolio movement: 1 sale, 2 buys, some positions increased
Up 20% YTD
Jul 17
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Portfolio movement: 1 sale, 2 buys, some positions increased
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Best buys July 2025-2: 6 Hidden champions small caps
I would define a hidden champion as a mid-quality compounder.
Jul 15
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Best buys July 2025-2: 6 Hidden champions small caps
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2
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
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LVMH? Time to invest in the Luxury powerhouse?
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Best buys July 2025-1: Top 6 deep value stocks.
Introducing the best buys.
Jul 7
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15
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Best buys July 2025-1: Top 6 deep value stocks.
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Earnings update: Cafom
Cafom is a french nano cap.
Jul 4
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Earnings update: Cafom
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Understanding the compounder cycle
Quality investing 2.0
Jul 2
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Emerging Value
25
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Understanding the compounder cycle
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H1 2025 portfolio review
Hi everyone.
Jul 1
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14
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H1 2025 portfolio review
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June 2025
Potential trade alert
Bastide le confort
Jun 30
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Potential trade alert
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Kontron: Internet of things growth company
12 times forward earnings, worth buying?
Jun 26
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Emerging Value
9
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Kontron: Internet of things growth company
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