Archive - Emerging Value

Swatch group: luxury is cheap

But it may be dead for a while

Jul 18 •

Olivier at Emerging Value

H1 2024 Portfolio updates.

1 new addition, zero sales

Jul 3 •

Olivier at Emerging Value

June 2024

Newlat major acquisition (update)

Jun 23 •

Olivier at Emerging Value

Defensive Latin America ADRs

Opportunities in Emerging markets

Jun 8 •

Olivier at Emerging Value

May 2024

UK value nano cap with large upside and capital returns

Fat pitch value.

May 29 •

Olivier at Emerging Value

Monthly updates April

May 9 •

Olivier at Emerging Value

AI beneficiary or victim?

May 1 •

Olivier at Emerging Value

April 2024

The comeback of small caps

Summary of Alejandro Estebaranz webinar to investors

Apr 17 •

Olivier at Emerging Value

Portfolio and updates Q1 2024

Apr 7 •

Olivier at Emerging Value

March 2024

Liberty Latin America

Is the Caribbean Cable and Telecom company a good bet?

Mar 31 •

Olivier at Emerging Value

Bastide Le Confort quick update

The one that got away

Mar 22 •

Olivier at Emerging Value

Asian real estate small cap holdings update

+ new tracking position revealed

Mar 21 •

Olivier at Emerging Value

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts