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Sitemap - 2023 - Emerging Value

Annual 2023 portfolio letter

Beenos

4 cheap European energy stocks

LNA Santé

October monthly update

FAT PITCH value: Real estate as a service

Berentzen Group

Q3 portfolio letter

Catalana Occidente - The Spanish dynasty insurer

German holding companies overview

Monthly recap August 2023

Guest Post: Iggy on investing presents 5 ideas

Weekly subscribers update 2

Guest post: Ashmore Plc: Not Another UK Financial

Defensive acquirer update: 11% FCF yield, soon 19% or more.

Monthly recap June-July 2023

Fat Pitch value - Japanese mangas

Weekly subscribers update-1

CAFOM analysis

H1 2023 portfolio letter

Referrals: Invite your friends to read Emerging Value and get premium membership

Beximco Pharma GDR

May 2023 monthly recap

Tech value Japan Part 4 with ranking summary

Tech quick value Japan part 3

Tech value tour: Japan part 2

PayPal needs a market place and to grow some ambition

April 23 monthly recap

Fat Pitch Value: Medical net, Japan compounder

Intrum - countercyclical compounder and bargain price

Sanlam. Africa's Insurer

Quarterly portfolio Q1 2023

Fat Pitch value: British American Tobacco

A social capitalism manifesto

Fat Pitch value - Emerging market finance, PE 3.5

February 23 monthly recap

Fat Pitch value - Unknown serial acquirer, P/E 7

Fat Pitch value: Colombian Financial giant $AVAL

Arcelor Mittal: cyclical empire

January Monthly recap

External Company Analysis: IMS

South East Asia real estate cash cow

Monthly recap Dec 2022

Annual review 2022

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