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Swatch group: luxury is cheap
But it may be dead for a while
Jul 18
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Olivier at Emerging Value
22
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Swatch group: luxury is cheap
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8
H1 2024 Portfolio updates.
1 new addition, zero sales
Jul 3
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Olivier at Emerging Value
9
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H1 2024 Portfolio updates.
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June 2024
Newlat major acquisition (update)
Jun 23
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Olivier at Emerging Value
10
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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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Olivier at Emerging Value
23
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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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Olivier at Emerging Value
8
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UK value nano cap with large upside and capital returns
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Monthly updates April
May 9
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Olivier at Emerging Value
11
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Monthly updates April
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Text SA
AI beneficiary or victim?
May 1
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Olivier at Emerging Value
8
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Text SA
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April 2024
The comeback of small caps
Summary of Alejandro Estebaranz webinar to investors
Apr 17
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Olivier at Emerging Value
10
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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
12
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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
11
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Liberty Latin America
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4
Bastide Le Confort quick update
The one that got away
Mar 22
•
Olivier at Emerging Value
14
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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
3
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Asian real estate small cap holdings update
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