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Allegro.eu: A leading platform in Poland with large upside
E-commerce leader in Poland
Feb 20
•
Emerging Value
10
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Best buys July 2025-4: The rise of South East Asia
Jul 29, 2025
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Emerging Value
29
4
Best buys July 2025-1: Top 6 deep value stocks.
Jul 7, 2025
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Emerging Value
17
2
Miniso Holdings - disruptive retailer
Jan 30
•
Emerging Value
20
2
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Best Buys February 2026-2 South East Asia
Now that everyone is obsessed about the next 2 years of earnings in the Semi conductor space, let’s review the opportunities in South East Asia in and…
Feb 17
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Emerging Value
14
3
Discussing Brazil Financials and Argentina with Quipus capital
I have been following Quipus Capital for a while.
Feb 13
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Emerging Value
15
1
1
Best buys February 2026-1: Quality companies from Emerging markets
Let’s review the opportunities in large cap (>1B$ is large cap for me) quality, with an Emerging Markets preference:
Feb 10
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Emerging Value
16
2
1
French holdings annual results
+What I did with PayPal funds.
Feb 7
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Emerging Value
9
1
A mistake on PayPal, some thoughts
I had recently concentrated my portfolio more and added to PayPal.
Feb 3
•
Emerging Value
46
10
1
Portfolio review February 2026 + updates#13
Hi all,
Feb 1
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Emerging Value
13
1
Miniso Holdings - disruptive retailer
Very fast growing retailer (20% revenue growth) and great returns on capital (15-20% ROIC)
Jan 30
•
Emerging Value
20
2
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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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