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Portfolio and updates Q1 2024
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Olivier at Emerging Value
2

March 2024

Liberty Latin America
Is the Caribbean Cable and Telecom company a good bet?
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Olivier at Emerging Value
4
Bastide Le Confort quick update
The one that got away
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Olivier at Emerging Value
4
Asian real estate small cap holdings update
+ new tracking position revealed
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Olivier at Emerging Value
2
Portfolio updates February March
One badly timed sale and adding to convictions
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Olivier at Emerging Value
9
Pentamaster International Limited
Another way to be exposed to Semis and EVs
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Olivier at Emerging Value

February 2024

Update - This french small cap executes
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Olivier at Emerging Value
10
Update: Intrum goes down
The debt collection agency is plagued by it’s own debts.
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Olivier at Emerging Value
10
Portfolio positions summary
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Olivier at Emerging Value
Melcor Development
Real estate developer with better economics
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Olivier at Emerging Value
December 23 - January 24 recap
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Olivier at Emerging Value
4

January 2024

Round 1 (4680) Quick Pitch: Undervalued Amusement Provider with Many Avenues for Growth
Tapping into one of my favorite childhood pastimes
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Continuous Compounding - Alan
10
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