Archive - Emerging Value

Annual 2023 portfolio letter

Hello everyone,

Dec 31, 2023 •

Catalana Occidente - The Spanish dynasty insurer

Grupo Catalana Occidente is a Spain based insurance company.

Sep 9, 2023 •

AI beneficiary or victim?

May 1, 2024 •

Boustead Singapore analysis

Shareholder oriented Asian Conglomerate

Sep 11, 2024 •

Portfolio and updates Q1 2024

Apr 7, 2024 •

Japanese software company fat pitch value

12 times earnings for SAAS..

Feb 26 •

Monthly recap August 2023

Aug 27, 2023

Eurofins scientific - story of a 100 bagger

Quality investing.

May 2 •

Fat pitch value: Japanese company in a deep downturn

Some background.

May 29 •

H1 2024 Portfolio updates.

1 new addition, zero sales

Jul 3, 2024 •

Jardine Matheson Holdings Part 1

Overview and Astra Indonesia

Jan 31 •

Sanlam. Africa's Insurer

South African leading life insurer

Apr 1, 2023 •

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