Emerging Value
A complete coverage of Emerging Markets opportunities. A real life portfolio, no model portfolio. Plus coverage of European hidden champions and compounders.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 245 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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emergingvalue.substack.comLatest Issues
Ecopetrol ahead of the Colombian elections
Price 13 USD
Price 13 USD
Portfolio review May 2026
As of Friday 1st of May the portfolio was up 3.8% versus the 5.11% of the SP500, a breather compared to last year where the results for the Sp500 were almost none in Euros versus my 30%.
As of Friday 1st of May the portfolio was up 3.8% ve...
Magnum Ice cream - dividend growth portfolio
Hello, A new position was made in the Dividend growth portfolio.
As a Remember: The dividend growth portfolio’s goal is not to beat markets. It is a small portfolio compared to the Emerging value portfolio.
This portfolio’s goal is to pro...
Delivery Hero update
+Uber becomes long term shareholder
Delivery Hero is a food delivery company similar to Uber Eats with a strong presence in Emerging markets and a small presence in Europe. It is still loss making, or about break even at the moment. The op...
Best Buys April 2026 - 1 - East Asia
I have warmed up to China in the past years.
I have warmed up to China in the past years.
Key Facts
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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