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Emerging Value

Olivier at Emerging Value, Continuous Compounding - Alan

Emerging Markets and European small caps compounders investing. value without a catalyst.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues117SubscribersRead emergingvalue.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The comeback of small caps

In this article I will do a summary of a thesis that explains why small international value further returns are looking very positive.

12 days ago
8
0

Liberty Latin America

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...

a month ago
11
4

Bastide Le Confort quick update

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 ...

a month ago
14
4

Authors

The writers behind this newsletter.

  • Olivier at Emerging Value

    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

  • Continuous Compounding - Alan

    Passionate Canadian value investor. Substack offers stock pitches, deep-dives, & special situations. Not investment advice. DYODD. Entertainment purposes only. more

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