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• Emerging Value

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

  10 posts · theirs

Lately

• JD.com earnings and update

  Emerging Value · 2026-08-17

• JD logistics: Cheap growth company but is profitability enough?

  Emerging Value · 2026-08-12

• Emerging value Portfolio review July 2026

  Emerging Value · 2026-08-02

• Best Buys July 2026- 2 : South East Asia

  Emerging Value · 2026-07-28

• Text SA update and some words on agentic AI

  Emerging Value · 2026-07-22

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

  Emerging Value · 2026-07-14

• Dividend growth investing portfolio H1 check

  Emerging Value · 2026-07-11

• Best buys July 2026 - 1 - Emerging Europe and Central Asia

  Emerging Value · 2026-07-06

• Emerging value Portfolio review H1 2026

  Emerging Value · 2026-07-01

• French small cap with unusual trading pattern.

  Emerging Value · 2026-06-27

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