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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 • Emerging Value

Best buys December 2025 - Deep value

Let’s review the 5 deepest value stocks in my portfolio.

Dec 23, 2025 • 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.

Dec 20, 2025 • 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.

Dec 16, 2025 • Emerging Value

10 Quality-value Ideas December 2025 - 1: Hong Kong

I want this newsletter to be aligned with my research process.

Dec 9, 2025 • Emerging Value

Monthly Portfolio update November 2025

The portfolio dropped a bit during the month before recovering.

Dec 2, 2025 • Emerging Value

November 2025

Emerging value updates 12

October - November

Nov 28, 2025 • Emerging Value

Best buys November 2025-4: exaggerated price drops

Nov 25, 2025 • Emerging Value

Afya limited: Education in Brazil under 10 times earnings.

First a word about the markets: don’t focus on understanding price action: it is 50% random, and in the past two months, it is more like 80% random, it…

Nov 23, 2025 • Emerging Value

Best buys November 2025-3 : Tech

This week end I was at the X/Fintwit organised by Andy from Austria in Vienna.

Nov 18, 2025 • Emerging Value

Best Buys updates November 2025-2: UK

While the newsletter is now focusing more on emerging markets opportunities, I will now cover the UK theme as it is part of my portfolio.

Nov 12, 2025 • Emerging Value

Dirty business and big cash flows

Today’s analysis is about a large energy company, in a downturn, at 0.5 times book, future dividends, and less than 3 times 2027 earnings estimates.

Nov 10, 2025 • Emerging Value

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