Emerging Value

Emerging Value

Home
Ideas in Developed Markets
Ideas in Emerging Markets
Portfolio
Tools
About
My 60 emerging markets and hidden champions investments for 2026 and beyond
Rated hold, buy or strong buy.
 • Emerging Value
Emerging value annual letter 2025
Hello Everyone,
 • Emerging Value
Dlocal - Long term growth?
Dlocal is a company we have covered in my Paymentsinvest newsletter with my friend Bright.
 • Emerging Value
Best buys December 2025 - Deep value
Let’s review the 5 deepest value stocks in my portfolio.
 • Emerging Value
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.
 • Emerging Value
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.
 • Emerging Value
10 Quality-value Ideas December 2025 - 1: Hong Kong
I want this newsletter to be aligned with my research process.
 • Emerging Value
Emerging Value
Emerging Value
The most complete coverage of Emerging Markets opportunities. Plus free access to my Developed markets compounders picks.
Recommendations
View all 84
StockOpine’s Newsletter
StockOpine’s Newsletter
StockOpine
WinterGems: Reminiscences of a Stock Operator
WinterGems: Reminiscences of a Stock Operator
@Govro12 WinterGems Stocks
Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
Clark Square Capital
Compound with René
Compound with René
René Sellmann
Beating The Tide: Stock Picks That Outperform
Beating The Tide: Stock Picks That Outperform
George Atuan, CFA

Emerging Value

AboutArchiveRecommendationsSitemap
© 2026 Emerging Value · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture