Newsletter update: We are now over 6000 subscribers! Thanks for all the free and premium subscribers that just joined. I aim to find the best value anywhere and in emerging markets.
Therefore, it comes with great responsibility and I keep trying to improve.
In order to expand my coverage on emerging market stocks, I have made a crowdsourcing effort on X and I have rewarded the contributors/winners of the contest with temporary premium access to Emerging value.
Here are the results, including two of my contributions.
This will give me an extended base to work from.
I am to cover more and more of these stocks, and if I write about new stocks in this list, keep the name public in the write up introduction. I would try to trace back the original submitter to share my review of the company as well.
On the other hand, I aim to produce more internal analysis of popular EM stocks in the future, like SE, MELI, DLO and learn more about them.
As you can see I take the newsletter mission very seriously, and I take the opportunity to learn from others in order to grow my knowledge base.
—sponsor—
I use Koyfin for all my data analysis on stocks, graphs, and watchlists, and I have a 20% discount with my affiliate link here. It’s a product with real value for me. The free version is great too! I use long term views to see book value evolution and share buybacks, as well as revenue and net income.
I wrote about Delivery Hero (Quick article, Free)
Delivery Hero
Delivery Hero is a food delivery company listed in Germany with the vast majority of earnings coming from Emerging markets of Asia. It trades under 1 times price to sales, compared to 3-6 for competitors like Grab or Uber.
I wrote about a hidden quality gem that is in my portfolio for three years already.
Eastern Europe quality hidden gem
This company is a unique quality/growth company small cap out of Eastern Europe, with a defensive and capital light business model and a one shot free option start up business on top.
I published my Best buys on South East Asia, Latin America, Africa, and Commodities
Best buys resonate well with me because I am not a quality only investor, I am a deep value and quality investor. Therefore, low valuations allows for short presentations of opportunities.
Lastly, the payment newsletter was launched with 3 parts articles on VISA.
The editing on the Payment articles is still a bit scruffy, but it’s just the start and it will improve.
Other articles:
Coverage on Jardine Matheson:
Update on Mexican stocks;
Coverage on other CAAP and AUNA in Latam;
Auna looks very very interesting. It is similar to another Latam stock with a quality business model and leverage than went up around 75% in my portfolio a year.
Shopee vs Mercado Libre
A Nigerian Bank for the braves. Personally I prefer a bit safer EM financials as Nigeria is crazy, but it could work very well.
Temu strategy (PDD)
Not EM, but shout out to Hugo Navarro he brings excellent ideas.
PayPal - a value investor perspective:
Thanks!!
Thanks for sharing my work! If anyone wants to know more, you can read our user manual here -https://open.substack.com/pub/sleepwellinvestments/p/sleep-well-investments-manual