Emerging Value
Subscribe
Sign in
Home
Chat
Ideas in Developed Markets
Ideas in Emerging Markets
Portfolio letters
Tools
Archive
About
Latest
Top
Discussions
PayPal; The data goldmine
And avoiding Dlocal
Jun 9
•
Emerging Value
19
Share this post
Emerging Value
PayPal; The data goldmine
Copy link
Facebook
Email
Notes
More
3
Update on Glintt after +143%
Glintt was my Portuguese pick and it’s now up over 143% + dividends in my portfolio.
Jun 2
•
Emerging Value
16
Share this post
Emerging Value
Update on Glintt after +143%
Copy link
Facebook
Email
Notes
More
May 2025
Fat pitch value: Japanese company in a deep downturn
Some background.
May 29
•
Emerging Value
12
Share this post
Emerging Value
Fat pitch value: Japanese company in a deep downturn
Copy link
Facebook
Email
Notes
More
Emerging Value updates 8
Hello everyone !
May 20
•
Emerging Value
8
Share this post
Emerging Value
Emerging Value updates 8
Copy link
Facebook
Email
Notes
More
Portfolio updates: positions reinforced
Hi there, here is some new reporting of positions reinforced.
May 16
•
Emerging Value
3
Share this post
Emerging Value
Portfolio updates: positions reinforced
Copy link
Facebook
Email
Notes
More
Portfolio updates - one position sold
Added to existing positions and why (1/2)
May 12
•
Emerging Value
9
Share this post
Emerging Value
Portfolio updates - one position sold
Copy link
Facebook
Email
Notes
More
Eurofins scientific - story of a 100 bagger
Quality investing.
May 2
•
Emerging Value
10
Share this post
Emerging Value
Eurofins scientific - story of a 100 bagger
Copy link
Facebook
Email
Notes
More
April 2025
Boreo - ex compounder
Finland serial acquirer
Apr 17
•
Emerging Value
16
Share this post
Emerging Value
Boreo - ex compounder
Copy link
Facebook
Email
Notes
More
Markets in Turmoil, opportunity map
The most value packed email ever
Apr 7
•
Emerging Value
1
Share this post
Emerging Value
Markets in Turmoil, opportunity map
Copy link
Facebook
Email
Notes
More
2
Emerging value updates 7
SDI, Berentzen, Catalana Occidente, Text, Terravest
Apr 5
•
Emerging Value
5
Share this post
Emerging Value
Emerging value updates 7
Copy link
Facebook
Email
Notes
More
March 2025
Fat pitch value: Supreme PLC
Another UK serial acquirer
Mar 31
•
Emerging Value
4
Share this post
Emerging Value
Fat pitch value: Supreme PLC
Copy link
Facebook
Email
Notes
More
MTN Group - 2025 results update.
Leading African telco
Mar 24
•
Emerging Value
3
Share this post
Emerging Value
MTN Group - 2025 results update.
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts