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News and Updates #1
#1 under the new format
Sep 29
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Emerging Value
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News and Updates #1
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SDI PLC
The essence of value investing
Sep 20
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SDI PLC
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Japan nano cap update
New management plan suggest 3-6x upside by 2028 - if they deliver.
Sep 15
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Japan nano cap update
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Boustead Singapore analysis
Shareholder oriented Asian Conglomerate
Sep 11
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Boustead Singapore analysis
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August 2024
Ly Corporation update
TYO: 4689
Aug 23
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Ly Corporation update
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Berentzen Update + Summer links
After being very busy lately, let’s look at some company links and write ups from substack.
Aug 14
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Berentzen Update + Summer links
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This Portuguese Small cap is up 25% since entering.
Among the cheapest in the sector
Aug 4
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5
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This Portuguese Small cap is up 25% since entering.
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July 2024
Swatch group: luxury is cheap
But it may be dead for a while
Jul 18
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Swatch group: luxury is cheap
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H1 2024 Portfolio updates.
1 new addition, zero sales
Jul 3
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H1 2024 Portfolio updates.
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June 2024
Newlat major acquisition (update)
First a word on the markets.
Jun 23
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Newlat major acquisition (update)
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Defensive Latin America ADRs
Opportunities in Emerging markets
Jun 8
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Emerging Value
24
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Defensive Latin America ADRs
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May 2024
UK value nano cap with large upside and capital returns
Fat pitch value.
May 29
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Emerging Value
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UK value nano cap with large upside and capital returns
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