Olivier M
Dec 21, 20211 min read
Moved my blog here
https://emergingvalue.substack.com/ Thanks I may keep this side here alive if I want to do something more elaborated that a blog in the...
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Olivier M
Nov 26, 20212 min read
Driven by fear rather than by greed.
This will be a post that is about portfolio management and macro. Edit, I started this memo about a week ago, November 20, today we have...
Olivier M
Nov 23, 20213 min read
Singapore Medical group
This company is a value stock that I find compelling. The Group has four established pillars, namely Aesthetics, Diagnostic Imaging &...
Olivier M
Nov 6, 20214 min read
Losses in Emerging markets and Safety Rules
I will present some past losses and errors in Emerging markets and will establish my ground safety rules in Emerging markets. 1-I had a...
Olivier M
Oct 28, 20213 min read
French Bakery small cap at 3 times Cash flow- Poulaillon
Poulaillon is a stock I am very excited about, despite having lost money on the position. I had built the position slowly over some...
Olivier M
Oct 25, 20215 min read
AB inbev - I don't know about next quarter but I feel good about the next decade
AB inbev is since the post earnings fall in Q2 2021, a position I built up to become almost the largest in my portfolio. To be clear, it...
Olivier M
Oct 12, 20214 min read
The Forgotten emerging market consumer.
I wanted to write about what brought me to like the emerging market narrative and potential. I think that a recent batch of mitigated...
Olivier M
Oct 6, 20213 min read
A Review of David Webb's Portfolio in Hong Kong
David Webb is a historical investor's right activist out of Hong Kong. I recommend reading this fascinating article before going further,...
Olivier M
Sep 29, 20215 min read
First Pacific - South East Asia at a double bargain
First pacific is a holding company listed in Hong Kong. Its particularity is that it has no business in Hong Kong or China. Its holdings...
Olivier M
Sep 27, 20212 min read
Embotelladora Andina - Undervalued Inflation hedge.
Embotelladora (AKO,B) means bottler in Spanish. This is a Coca Cola Bottler based in Chile. It has a A and a B share which is more...
Olivier M
Sep 21, 20216 min read
A hard work summer. Portfolio updates.
Sold Modern Dental at a huge win over 600% in a year. This could be a long term compounder, but I am very wary of cyclicality, and it...
Olivier M
Jul 5, 20213 min read
Portfolio updates
Quite a bit of movement again, and the portfolio is satisfying me more with the new positions and diversification of cheap stocks. 1-sold...
Olivier M
May 10, 20214 min read
Newlat foods. Another quality stock at a cheap valuation
For the first time on my blog I will present a developed market stock, based in Italy. I do not expect people to have a portfolio of 100%...
Olivier M
Apr 28, 20215 min read
Jardine Cycle and Carriage Presentation
I wrote this article mid 2020 for SeekingAlpha, as a test. However, they did not like it, maybe it was not great, maybe talking about...
Olivier M
Apr 27, 20217 min read
MTN Group : Attractive despite political risks
Look at this chart. Is it PayPal ? Spotify ? it could be, but it is MTN, benefitting from the demographic and technological dividend. MTN...
Olivier M
Apr 22, 20214 min read
Portfolio updates
Again I have made quite some moves. The reasons are finding opportunities, raising prices somewhere or dropping prices somewhere changed...
Olivier M
Apr 6, 20214 min read
An attractive Polish subportfolio
In this post I would like to cover my polish stocks, which represent an above average growth profile at very attractive valuations....
Olivier M
Mar 26, 20213 min read
Consumer goods in EMs at <10 PE: Indofoods.
Let's continue our trip to Asia with Indofoods. I would like to announce by the way, that I have no connection Asia that is relevant with...
Olivier M
Mar 20, 20214 min read
Growth at a (very) Reasonable price : Lam Soon Hong Kong.
I am very happy to start writing about my favorite holdings, starting with this Article, and your feedback is appreciated. This company...
Olivier M
Mar 11, 20215 min read
EM stocks types
I identify several types of Emerging market stocks by geography. I will lay them out in this article and explain what to look for in each...
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