Emerging Value

Best Buys June - Hidden Champions, serial acquirers of Europe

Since my top best buy Poulaillon was taken private at a premium two months ago, it cannot be in the best buys anymore for this category.

Jun 8 • Emerging Value

5

April 2026

Newprinces SPA update

Serial acquirers going on sale.

Apr 7 • Emerging Value

14

March 2026

Italy potential growth and recovery ideas

Hello, this week has been challenging on the markets and in the world stage with the war on Iran and Lebanon, with oil spiking and many challenges for…

Mar 9 • Emerging Value

19

2

February 2026

French holdings annual results

+What I did with PayPal funds.

Feb 7 • Emerging Value

9

1

A mistake on PayPal, some thoughts

I had recently concentrated my portfolio more and added to PayPal.

Feb 3 • Emerging Value

47

13

1

January 2026

Japan tech company Medical Net (3645) update

Medical Net (3645) is a company I profiled in 2023 and bought.

Jan 23 • Emerging Value

11

4

European Amazon-like business update

Annual results

Jan 15 • Emerging Value

7

1

1

October 2025

PayPal Q3 Earnings review

PayPal Q3 Earnings were important for several reasons:

Oct 29, 2025 • Emerging Value

10

2

Intrum, from turnaround to AI play?

What to watch in Q3 earnings.

Oct 5, 2025 • Emerging Value

11

September 2025

Best buys September 2025-2-France

Update on all my French small caps.

Sep 16, 2025 • Emerging Value

8

1

1

Best Buys September 2025-1: Goodbye Japan

This is the first and the last “Best Buys” in Japan.

Sep 8, 2025 • Emerging Value

15

4

1

July 2025

Earnings update: Cafom

Cafom is a french nano cap.

Jul 4, 2025 • Emerging Value

9

1