A complete coverage of Emerging Markets opportunities from Latam to Asia to Africa. Plus coverage of European hidden champions and compounders.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 289 | Founded | 5 years ago | Last Issue | 10 days ago |
| Active | |||||
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emergingvalue.substack.comLatest Issues
Sea limited and the power of long term thinking
This is SEA limited stock price reaction this week was a bit strange, so I will write a quick note about SEA limited and long term investing.
As an introduction, if that is needed, Sea limited is the leading E-commerce company in South Eas...
Best buys October 2026-2: Deep value opportunities
Today I will review some boring deep value names from the emerging value framework.
Today I will review some boring deep value names from the emerging value framework.
Airtel Money IPO in London
Emerging markets IPOs are coming back this year.
Emerging markets IPOs are coming back this year. After PICs in Brazil, now it’s Airtel Money.
Mercado Libre: The strongest moat in Latin America
Mercado Libre is a 95 Billion USD e-commerce and finance company in Latin America.
I wanted to give it a deeper review to Mercado Libre for a while, in order to see if I am not missing an incredible opportunity.
In this article, I want t...
Introducing The Emerging Value research portal
With many updates and Best Buys articles, as well as companies reviews, I have a lot of information that can be confusing as not aggregated.
This is why, inspired by another newsletter that is called multibagger ideas (I achieved quite a b...
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Leading newsletter on Emerging markets value and growth investments at incredible valuations. Also covers a Hidden champions of Europe portfolio. EX US investments.
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