Emerging Value

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What is the Emerging value newsletter?

emergingvalue.substack.com

What is the Emerging value newsletter?

Emerging Value
Oct 27, 2022
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What is the Emerging value newsletter?

emergingvalue.substack.com

  • Emerging markets growth at a very very reasonable price

  • Hidden champions “compounders”, in the Europe small cap space, always cheap.

  • Developed markets growth at a very very reasonable price

According to GMO, Emerging markets, Europe and Japan should outperform the US based on measurable indications: Valuation and currency. We saw that following a tech bubble and overvalued equities is not a good way to invest.

This is the way. My ideas and portfolio stood 2022 very well, and I am very excited about the 2020’s.

If you like unique ideas in value land, think about upgrading for the paid membership.

What you get is access to:

  • Exclusive write ups - 6 to 10 a year, only companies I own. It will be EM value stocks like KT Corp, Hidden Euro champions like Bastide Le confort, Large caps offering good value like AB inbev, Asian smalls, Hidden tech champions like I presented in my Tech world tour series.

  • A fully accessible watchlist and deck spreadsheet containing over 200 stocks selected for moat and value (Google sheets).

  • Monthly recaps with other people write ups from various languages circles and interesting stocks I reviewed during the period, as well as movements I made if any. Here is an example of my first recap. Link

  • 4 Full portfolio reviews with all the hidden gems revealed (Diversified portfolio of nearly 50 positions including Euro small caps, mainstream DM stocks, large EM stocks, Asian Smalls).

  • Regular subscribers will get updates on public theses and write ups on companies that I analyse.

  • I don’t know if all these companies will perform greatly and I do not predict future earnings, like many try and fail to do. But I know these are some Hidden gems at cheap valuations, and it was very interesting to discover them, and should be the same for the curious reader.

    Twitter avatar for @Fritz844
    Michael Fritzell (Asian Century Stocks) @Fritz844
    I'm really enjoying @ReturnsJourney's Substack. Some of the stocks (mostly European) I would never have heard about if it wasn't for him.
    emergingvalue.substack.comEmerging ValueStocks Ideas with an emphasis on Emerging markets and European Small cap value with preferably a growth component at a bargain price. Click to read Emerging Value, a Substack publication with hundreds of readers.
    4:22 PM ∙ Sep 1, 2022
    10Likes1Retweet
Twitter avatar for @dodgingalpha
Guy Davis @dodgingalpha
Check out my man @ReturnsJourney 's Substack, a treasure trove for global value investors🧐😎
Twitter avatar for @ReturnsJourney
Olivier Marz 💙💛 @ReturnsJourney
Hi, I decided to launch a paid subscription for my substack - the main principle is access to my deck - my portfolio - my future exclusive write ups - my watchlist of manually selected quality stocks - what I read in english but also in FR-ES-DE languages. 1/n
1:02 PM ∙ Jul 5, 2022

Upgrade

I can also give free access to any student - contact me and I will arrange it.

Emerging Value
List of all company analysis
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a year ago · 5 likes · Emerging Value

Note: this is not financial advice, but my opinion on the companies. Anyone should do their own due diligence to confirm a company thesis presented and form their independent opinion.

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What is the Emerging value newsletter?

emergingvalue.substack.com
2 Comments
SSD
Mar 6

Hey I just subscribed to you but by mistake chose 1 year subscription. In fact I wanted to choose the monthly option. Can you please fix my subscription to monthly? Thank you

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