Sitemap - 2024 - Emerging Value
A year of write ups on Emerging value
Christmas special: A genomics portfolio
Delko, European Small cap distributor and acquirer.
Analyst Recommendation on Bastide BLC.PA and on German serial acquirer
Emerging value updates#3 -PayPal, Beximco, Lilak, SDI
The curious case of Financiere de l'Ouest Africain at 1 or 2 times earnings.
Berentzen Update + Summer links
This Portuguese Small cap is up 25% since entering.
Newlat major acquisition (update)
UK value nano cap with large upside and capital returns
Bastide Le Confort quick update
Asian real estate small cap holdings update
Portfolio updates February March
Pentamaster International Limited
Update - This french small cap executes
Portfolio positions for 2025 and beyond
December 23 - January 24 recap
Round 1 (4680) Quick Pitch: Undervalued Amusement Provider with Many Avenues for Growth