Emerging Value
Emerging ValueThe most complete coverage of Emerging Markets opportunities. Plus free access to my Developed markets compounders picks.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 225 | Subscribers | Read | emergingvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Discussing Brazil Financials and Argentina with Quipus capital
I have been following Quipus Capital for a while. This writer covered Brazil a lot. In today’s article, I wanted to ask him questions about Brazil to learn more about the opportunities in this exciting market.
Best buys February 2026-1: Quality companies from Emerging markets
Let’s review the opportunities in large cap (>1B$ is large cap for me) quality, with an Emerging Markets preference:
French holdings annual results
+What I did with PayPal funds.
A mistake on PayPal, some thoughts
I had recently concentrated my portfolio more and added to PayPal.
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Authors
The writers behind this newsletter.
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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