Emerging Markets and European small caps compounders investing. value without a catalyst.
Platform | Substack | Pricing | Freemium | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 117 | Subscribers | Read | emergingvalue.substack.com |
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In this article I will do a summary of a thesis that explains why small international value further returns are looking very positive.
Liberty Latin America is a company I have been investigating. This is a company following the John Malone model. They utilise debt to consolidate the cable industry, have complex accounting with acquisition costs and depreciation causing lo...
Bastide is a stock that I covered quite a few times, and it keeps plunging. When my companies do well, I quickly look at the results, but when they don’t, I try to understand if I should do something, and if all is lost. Then it, is better ...
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The writers behind this newsletter.
I am a Self learner with a tech background. I try to incorporate quality and deep value in the same time. I speak a few languages, and lived in several countries. more
Passionate Canadian value investor. Substack offers stock pitches, deep-dives, & special situations. Not investment advice. DYODD. Entertainment purposes only. more
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