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European Amazon-like business update
Annual results
Jan 15
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Best buys July 2025-4: The rise of South East Asia
Jul 29, 2025
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Best buys July 2025-1: Top 6 deep value stocks.
Jul 7, 2025
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JD.com: scale economy shared
Jul 24, 2025
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My 60 emerging markets and hidden champions investments for 2026 and beyond
Rated hold, buy or strong buy.
Jan 13
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Emerging value annual letter 2025
Hello Everyone,
Jan 5
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Dlocal - Long term growth?
Dlocal is a company we have covered in my Paymentsinvest newsletter with my friend Bright.
Dec 31, 2025
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Best buys December 2025 - Deep value
Let’s review the 5 deepest value stocks in my portfolio.
Dec 23, 2025
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Tianjin Development with Diego Milano of Quercus Fund
Diego Milano is the manager of the Quercus Fund. It is a fund based on global equities and deep value.
Dec 20, 2025
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10+1 Cheap Ideas Dec 2025 - 2: Hong Kong again
Let’s complete the overview of cheap and interesting Hong Kong stocks, before going back to regular articles about the best opportunities that I see.
Dec 16, 2025
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10 Quality-value Ideas December 2025 - 1: Hong Kong
I want this newsletter to be aligned with my research process.
Dec 9, 2025
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Emerging Value
The most complete coverage of Emerging Markets opportunities. Plus free access to my Developed markets compounders picks.
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