JD.com earnings and update
A year ago, I published my review and thesis of JD.com, a Chinese e-commerce company and Challenger to Alibaba and PDD.
Emerging Value
A complete coverage of Emerging Markets opportunities. A real life portfolio, no model portfolio. Plus coverage of European hidden champions and compounders.
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JD logistics: Cheap growth company but is profitability enough?
JD logistics is a business owned an linked to the JD group, a challenger e-commerce company from China.
Emerging value Portfolio review July 2026
Hello, greetings from sunny Spain.
Best Buys July 2026- 2 : South East Asia
Interesting developments in the stock market.
Text SA update and some words on agentic AI
Text is the former Livechat company listed in Poland.
Tencent - buying one of the deepest moats at..5 times earnings?
Edit 14/07: No, it’s not at 5 times.
Dividend growth investing portfolio H1 check
This year, I started a dividend growth investing portfolio to serve as a defensive but a bit more aggressive cash equivalent, to be liquidated first.
Best buys July 2026 - 1 - Emerging Europe and Central Asia
We continue with a review of the emerging market stocks in my portfolio
Emerging value Portfolio review H1 2026
Dear subscribers, the Emerging value portfolio has delivered a boring and low performance in H1 2026: 8% vs 9% for the SP500.
French small cap with unusual trading pattern.
This year, one of my top positions, Poulaillon, was taken private.