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Latest post20 Oct 2026
WILLPLUS Holdings CorporationBest buys October 2026-2: Deep value opportunities-20 Oct 2026
Airtel Africa PlcAirtel Money IPO in London-15 Oct 2026
Allegro.eu S.A.Mercado Libre: The strongest moat in Latin America-12 Oct 2026
MercadoLibre, Inc.Mercado Libre: The strongest moat in Latin America-12 Oct 2026
Bending Spoons S.p.A.Bending Spoons - Serial acquirer from Italy-4 Oct 2026
PicS N.V.Brazilian Fintech Pics update-2 Oct 2026
Sea LimitedPortfolio update September 2026-1 Oct 2026
Naspers LimitedPortfolio update September 2026-1 Oct 2026
Jumia Technologies AGPortfolio update September 2026-1 Oct 2026
Sanlam LimitedPortfolio update September 2026-1 Oct 2026
Tasmea LimitedPortfolio update September 2026-1 Oct 2026
Airtel Africa PlcPortfolio update September 2026-1 Oct 2026
NewPrinces S.p.A.Portfolio update September 2026-1 Oct 2026
Meta Platforms, Inc.Portfolio update September 2026-1 Oct 2026
StoneCo Ltd.Stoneco: A Fintech deep value at 4 times earnings-28 Sept 2026
Berkshire Hathaway Inc.Warren Buffett is much more than a great investor-20 Sept 2026
Baidu, Inc.The list of Chinese ADRs-17 Sept 2026
MINISO Group Holding LimitedThe list of Chinese ADRs-17 Sept 2026
Trip.com Group LimitedThe list of Chinese ADRs-17 Sept 2026
PDD Holdings Inc.The list of Chinese ADRs-17 Sept 2026
JD.com, Inc.The list of Chinese ADRs-17 Sept 2026
Alibaba Group Holding LimitedThe list of Chinese ADRs-17 Sept 2026
Ecopetrol S.A.Portfolio changes!-17 Sept 2026
Ambra S.A.Portfolio changes!-17 Sept 2026
NewPrinces S.p.A.Best buys September 2026 - 1 - Hidden Champions of Europe-15 Sept 2026
Vista Energy, S.A.B. de C.V.A review of Argentina’s ADRs and opportunities-9 Sept 2026
YPF Sociedad AnónimaA review of Argentina’s ADRs and opportunities-9 Sept 2026
Pampa Energía S.A.A review of Argentina’s ADRs and opportunities-9 Sept 2026
Transportadora de Gas del Sur S.A.A review of Argentina’s ADRs and opportunities-9 Sept 2026
Telecom Argentina S.A.A review of Argentina’s ADRs and opportunities-9 Sept 2026
Loma Negra Compañía Industrial Argentina Sociedad AnónimaA review of Argentina’s ADRs and opportunities-9 Sept 2026
IRSA Inversiones y Representaciones Sociedad AnónimaA review of Argentina’s ADRs and opportunities-9 Sept 2026
Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y AgropecuariaA review of Argentina’s ADRs and opportunities-9 Sept 2026
Empresa Distribuidora y Comercializadora Norte Sociedad AnónimaA review of Argentina’s ADRs and opportunities-9 Sept 2026
Central Puerto S.A.A review of Argentina’s ADRs and opportunities-9 Sept 2026
Banco BBVA Argentina S.A.A review of Argentina’s ADRs and opportunities-9 Sept 2026
Banco Macro S.A.A review of Argentina’s ADRs and opportunities-9 Sept 2026
Grupo Financiero Galicia S.A.A review of Argentina’s ADRs and opportunities-9 Sept 2026
Grupo Supervielle S.A.A review of Argentina’s ADRs and opportunities-9 Sept 2026
Intrum AB (publ)Portfolio review August 2026-5 Sept 2026
Baidu, Inc.Baidu - now an AI first company-1 Sept 2026
Allegro.eu S.A.Allegro earnings update-25 Aug 2026
JD Logistics, Inc.JD.com earnings and update-17 Aug 2026
JD.com, Inc.JD.com earnings and update-17 Aug 2026
JD Logistics, Inc.JD logistics: Cheap growth company but is profitability enough?-12 Aug 2026
Sea LimitedBest Buys July 2026- 2 : South East Asia-28 Jul 2026
Text S.A.Text SA update and some words on agentic AI-22 Jul 2026
Tencent Holdings LimitedTencent - buying one of the deepest moats at..5 times earnings?-14 Jul 2026
Halyk Bank of Kazakhstan Joint Stock CompanyBest buys July 2026 - 1 - Emerging Europe and Central Asia-6 Jul 2026
Allegro.eu S.A.Best buys July 2026 - 1 - Emerging Europe and Central Asia-6 Jul 2026
Inter & Co, Inc.Emerging value Portfolio review H1 2026-1 Jul 2026
LY CorporationEmerging value Portfolio review H1 2026-1 Jul 2026
Intrum AB (publ)Emerging value Portfolio review H1 2026-1 Jul 2026
Portmeirion Group PLCEmerging value Portfolio review H1 2026-1 Jul 2026