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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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Annual review 2022
Portfolio review
Emerging Value
Jan 1
4
1
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Annual review 2022
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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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PayPal is not a payments company
Super app strategy
Emerging Value
Feb 9, 2022
8
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PayPal is not a payments company
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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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January Monthly recap
Emerging Value
Jan 31
5
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January Monthly recap
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Fat Pitch value: Colombian Financial giant $AVAL
Emerging Value
Feb 8
11
3
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Fat Pitch value: Colombian Financial giant $AVAL
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François Rochon best years were as a value investor
Giverny Capital 1994-2006
Emerging Value
Nov 18, 2022
8
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François Rochon best years were as a value investor
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1 year later, companies updates #1
Emerging Value
Oct 9, 2022
11
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1 year later, companies updates #1
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List of all company analysis
sorted by geography
Emerging Value
Apr 3, 2022
9
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List of all company analysis
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CK Hutchison Holdings - Solid company - worth over 2 times its price
Emerging Value
Dec 6, 2021
10
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CK Hutchison Holdings - Solid company - worth over 2 times its price
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Zholdings - 21st century tech Berkshire in Japan
Emerging Value
Nov 2, 2022
3
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Zholdings - 21st century tech Berkshire in Japan
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