Emerging Value
A complete coverage of Emerging Markets opportunities. A real life portfolio, no model portfolio. Plus coverage of European hidden champions and compounders.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 264 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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emergingvalue.substack.comLatest Issues
Allegro earnings update
Since I started investing in Allegro, the stock and business developed well.
Since I started investing in Allegro, the stock and business developed well. Allegro is the leading e-commerce company in Poland (38-40 million people) and is exp...
Buy alert - new EM company bought
Hello readers and partners, I have just exited a higher valued non core holding from developed markets, in order to enter with a small position size a new company in my core theme.
Hello readers and partners, I have just exited a higher va...
JD.com earnings and update
A year ago, I published my review and thesis of JD.com, a Chinese e-commerce company and Challenger to Alibaba and PDD.
It follows the Amazon business model, even though the founder claims that they don’t and that they have a unique philos...
JD logistics: Cheap growth company but is profitability enough?
JD logistics is a business owned an linked to the JD group, a challenger e-commerce company from China.
JD logistics is a business owned an linked to the JD group, a challenger e-commerce company from China. I had always been fascinated by...
Emerging value Portfolio review July 2026
Hello, greetings from sunny Spain.
Hello, greetings from sunny Spain.
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Leading newsletter on Emerging markets value and growth investments at incredible valuations. Also covers a Hidden champions of Europe portfolio.
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