Emerging Value
SubstackArticles
71
Companies covered
62
Sectors
2
Countries
5
Research Articles
A mistake on PayPal, some thoughts
Feb 3, 2026
Miniso Holdings - disruptive retailer
Jan 30, 2026
Japan tech company Medical Net (3645) update
Jan 23, 2026
Dlocal - Long term growth?
Dec 31, 2025
PayPal Q3 Earnings review
Oct 29, 2025
Patria Investments
Oct 18, 2025
Intrum, from turnaround to AI play?
Oct 5, 2025
Delivery Hero
Aug 14, 2025
JD.com: scale economy shared
Jul 24, 2025
LVMH? Time to invest in the Luxury powerhouse?
Jul 10, 2025
Earnings update: Cafom
Jul 4, 2025
Kontron: Internet of things growth company
Jun 26, 2025
PayPal; The data goldmine
Jun 9, 2025
Update on Glintt after +143%
Jun 2, 2025
Eurofins scientific - story of a 100 bagger
May 2, 2025
Boreo - ex compounder
Apr 17, 2025
Fat pitch value: Supreme PLC
Mar 31, 2025
MTN Group - 2025 results update.
Mar 24, 2025
Indofood - 2025 update
Mar 18, 2025
Jardine Matheson : Part 2
Feb 17, 2025
Jardine Matheson Holdings Part 1
Jan 31, 2025
Nordrest Holdings AB – ‘MM..FOOD’
Jan 5, 2025
Kaspi, the Super App company
Oct 22, 2024
SDI PLC
Sep 20, 2024
Boustead Singapore analysis
Sep 11, 2024
Ly Corporation update
Aug 23, 2024
Berentzen Update + Summer links
Aug 14, 2024
Swatch group: luxury is cheap
Jul 18, 2024
Newlat major acquisition (update)
Jun 23, 2024
Liberty Latin America
Mar 31, 2024
Bastide Le Confort quick update
Mar 22, 2024
Pentamaster International Limited
Mar 5, 2024
Update: Intrum goes down
Feb 10, 2024
Berentzen Group
Oct 14, 2023
Beximco Pharma GDR
Jun 15, 2023
Sanlam. Africa's Insurer
Apr 1, 2023
Arcelor Mittal: cyclical empire
Feb 6, 2023
Papoutsanis
Nov 17, 2022
Bank of Ireland: deep local moat
Sep 26, 2022
Tensquare Games: Let's go fishing
Sep 6, 2022
Why I sold shares of Bollore SA.
Jun 18, 2022
Tianyun International - it was amazing
Apr 21, 2022
Japan Lifeline analysis
Apr 7, 2022
PayPal is not a payments company
Feb 9, 2022
Poulaillon results quick update
Feb 1, 2022
CK Hutchison part 3
Jan 25, 2022
Bastide le confort medical
Jan 18, 2022
CK Hutchison Part 2: Retail segment
Jan 13, 2022
Coca Cola Femsa
Dec 10, 2021
Jardine Cycle and Carriage Presentation
Nov 27, 2021
MTN Group : Attractive despite political risks
Nov 26, 2021
Lam Soon Hong Kong
Oct 14, 2021