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.
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
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Guy Davis @dodgingalpha

Check out my man @ReturnsJourney 's Substack, a treasure trove for global value investors🧐😎

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

Upgrade

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

Emerging Value

List of all company analysis

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.

Emerging Value

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