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The comeback of small caps
Summary of Alejandro Estebaranz webinar to investors
Apr 17
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Olivier at Emerging Value
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The comeback of small caps
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Portfolio and updates Q1 2024
Apr 7
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Olivier at Emerging Value
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Portfolio and updates Q1 2024
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March 2024
Liberty Latin America
Is the Caribbean Cable and Telecom company a good bet?
Mar 31
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Olivier at Emerging Value
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Liberty Latin America
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Bastide Le Confort quick update
The one that got away
Mar 22
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Olivier at Emerging Value
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Bastide Le Confort quick update
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Asian real estate small cap holdings update
+ new tracking position revealed
Mar 21
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Olivier at Emerging Value
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Asian real estate small cap holdings update
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Portfolio updates February March
One badly timed sale and adding to convictions
Mar 10
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Olivier at Emerging Value
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Portfolio updates February March
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Pentamaster International Limited
Another way to be exposed to Semis and EVs
Mar 5
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Olivier at Emerging Value
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Pentamaster International Limited
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February 2024
Update - This french small cap executes
Feb 17
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Olivier at Emerging Value
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Update - This french small cap executes
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Update: Intrum goes down
The debt collection agency is plagued by it’s own debts.
Feb 10
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Olivier at Emerging Value
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Update: Intrum goes down
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Portfolio positions summary
Feb 4
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Olivier at Emerging Value
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Portfolio positions summary
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Melcor Development
Real estate developer with better economics
Feb 4
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Olivier at Emerging Value
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Melcor Development
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December 23 - January 24 recap
Feb 2
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Olivier at Emerging Value
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December 23 - January 24 recap
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