Emerging Value

Emerging Value

Share this post

Emerging Value
Emerging Value
Monthly recap July 2022

Monthly recap July 2022

Emerging Value's avatar
Emerging Value
Aug 02, 2022
∙ Paid
3

Share this post

Emerging Value
Emerging Value
Monthly recap July 2022
1
Share

Welcome to the second monthly recap. Thanks for the new joiners!

1-Watchlist valuations

I did not update this because I was mostly focused on new idea discovery.

HK, Poland and Chile are still cheap. Nothing really new here.

Google sheets Link June

2-FR/DE/ES language value investing.

Picanol & Tessenderlo proposed merger made a lot of talks online: These tw…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Emerging Value
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share