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Emerging Value

Olivier Marz covers emerging-market opportunities and European hidden champions through stock write-ups, best-buy ideas, and reviews of his real portfolio.

https://emergingvalue.substack.com/s/ideas-in-developed-markets/archive?sort=new

Mentions17
Posts11
Latest post1 Sept 2026
Baidu, Inc.Baidu - now an AI first company-1 Sept 2026
Allegro.eu S.A.Allegro earnings update-25 Aug 2026
Bank of Ireland Group plcBuy alert - new EM company bought-19 Aug 2026
Repsol, S.A.Buy alert - new EM company bought-19 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 SAText 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 Corporation LimitedEmerging value Portfolio review H1 2026-1 Jul 2026
La Savonnerie De NyonsEmerging 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
Poulaillon SAFrench small cap with unusual trading pattern.-27 Jun 2026