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Quarterly portfolio Q1 2023
Mar 27
3
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Quarterly portfolio Q1 2023
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Fat Pitch value: British American Tobacco
Emerging Value
Mar 5
20
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Fat Pitch value: British American Tobacco
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A social capitalism manifesto
Emerging Value
Mar 2
5
11
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A social capitalism manifesto
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February 2023
Fat Pitch value - Emerging market finance, PE 3.5
Emerging Value
Feb 27
2
2
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Fat Pitch value - Emerging market finance, PE 3.5
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February 23 monthly recap
Emerging Value
Feb 26
9
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February 23 monthly recap
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Fat Pitch value - Unknown serial acquirer, P/E 7
Emerging Value
Feb 12
5
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Fat Pitch value - Unknown serial acquirer, P/E 7
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Fat Pitch value: Colombian Financial giant $AVAL
Emerging Value
Feb 8
11
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Fat Pitch value: Colombian Financial giant $AVAL
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Arcelor Mittal: cyclical empire
Emerging Value
Feb 6
4
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Arcelor Mittal: cyclical empire
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January 2023
January Monthly recap
Emerging Value
Jan 31
5
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January Monthly recap
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External Company Analysis: IMS
Emerging Value
Jan 18
1
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External Company Analysis: IMS
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South East Asia real estate cash cow
Emerging Value
Jan 11
2
3
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South East Asia real estate cash cow
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Monthly recap Dec 2022
Emerging Value
Jan 6
5
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Monthly recap Dec 2022
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