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Emerging Value

Hundreds of paid subscribers

A complete coverage of Emerging Markets opportunities. A real life portfolio, no model portfolio. Plus coverage of European hidden champions and compounders.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues257Founded5 years agoLast Issue6 days ago
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Latest Issues

Tencent - buying one of the deepest moats at..5 times earnings?

Edit 14/07: No, it’s not at 5 times.

Edit 14/07: No, it’s not at 5 times. The double discount calculated included an error. it is not available at 5 times earnings but 7.7 times earnings or approx 8 times earnings.

6 days ago
12
2
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Dividend growth investing portfolio H1 check

This year, I started a dividend growth investing portfolio to serve as a defensive but a bit more aggressive cash equivalent, to be liquidated first.

This year, I started a dividend growth investing portfolio to serve as a defensive but a...

9 days ago
7
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Best buys Emerging Europe and Central Asia

We continue with a review of the emerging market stocks in my portfolio

We continue with a review of the emerging market stocks in my portfolio

14 days ago
9
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Emerging value Portfolio review H1 2026

Dear subscribers, the Emerging value portfolio has delivered a boring and low performance in H1 2026: 8% vs 9% for the SP500.

Dear subscribers, the Emerging value portfolio has delivered a boring and low performance in H1 2026: 8% vs 9% fo...

19 days ago
6
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French small cap with unusual trading pattern.

This year, one of my top positions, Poulaillon, was taken private.

This year, one of my top positions, Poulaillon, was taken private. Poulaillon was a bakery and food company that had been extremely cheap for a few years and that I wrote e...

22 days ago
8
1
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  • Emerging Value

    Emerging value newsletter by Olivier. Help you navigate global markets. Deep Value contrarian plus growth and quality. 14 years experience in Europe, Emerging markets.

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