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Olivier Marz 💙💛 Profile picture
Olivier Marz 💙💛
@ReturnsJourney
Investor, discoverer of hidden stock gems at https://t.co/Bju6N5dgYF
Sep 14, 2023 • 8 tweets • 3 min read
must read $PYPL Dan Schulman last interview.
If you read this and think $PYPL is still a button, it's not.
It's a data and network company. It flies beyond take rates and transaction margins. This is the big picture
seekingalpha.com/article/463380… 1- It's a digital wallet with a growing rewards program (10 million users) and what should be a marketplace in the long term if they follow my ideas. Customers are already there ready to be engaged Image
Jul 5, 2023 • 44 tweets • 14 min read
Thread of my ideas posted on my publication. 🧵

I write a newsletter about quality value. Elon, enjoy the links!!!😂

Lam Soon Hong Kong is a consumer goods company in Hong Kong. It was hit by inflation so, I exited
emergingvalue.substack.com/p/lam-soon-hon… Indofoods is an Indonesian food conglomerate, growing and with a PE under 10

emergingvalue.substack.com/p/consumer-goo…
Mar 25, 2023 • 4 tweets • 2 min read
EMs looks like the opportunity of the decade to me (Lazard AM). Image My portfolio is now 49% EMs.
I have some DM stocks with assets in EMs and vice versa ($BTI and $001.hk) Image
Mar 15, 2023 • 5 tweets • 2 min read
Xilam (French cartoons company) was one of my best baggers. I bought the bottom, but I did not sell the top, maybe halfway through.
The stock was hated. Then it was loved. It's getting interesting again. Xilam makes Oggy.
It is founder led and has a growing studio and artist roster, based around France.
Oct 23, 2022 • 6 tweets • 3 min read
Agree with Polen Capital here in their Q3 letter - too much complacency for cyclical names. I'm turning into a compounder bros myself too.. They are so sour about their results that they have to write falsehoods about what has worked. Indebted companies and no growth? They have been killed ( $LBTYA $FREE etc).
Oct 22, 2022 • 4 tweets • 1 min read
Nike vs Adidas vs Sketchers

1-NIKE $NKE 2-Adidas $ADS
Oct 17, 2022 • 12 tweets • 2 min read
10 uncommon opinions about investing I gained over time.

Some are uncommon because funds and analysts are mostly working at impressing clients. It's what clients want to see and hear. 1-Nobody knows future developments, no matter how confident they are. Forget about DCFs in most cases. (A deleveraging case is an exception) ( $SE 😵‍💫, $PTON 👻).
DCFs are a sign but should not be taken seriously.
Feb 3, 2022 • 6 tweets • 3 min read
Tech value quick world tour 2# Japan
#Softbank #SFTBY #Zholdings #Rakuten #Zigexn
emergingvalue.substack.com/p/tech-value-q… 1-Softbank . Giant holdco trading at a discount
Oct 22, 2021 • 16 tweets • 5 min read
small Friday thread about 3 small caps from HK that I bought, I got as ideas from the crazy Spanish guys at @MomentumFinanc3 , who they are and what they like. how I found them? I covered Moneymax Financial, that I own, and someone linked a video from @mrierathelen about it, in Spanish
Sep 3, 2021 • 18 tweets • 4 min read
Turkish stock market review update.
I have been pre selecting stocks from A to Z , excluding cyclicals, for my live watchlist.

I put them in a forum for my notes and third party analysis.
emergingvalue.wixsite.com/website/forum/…

Here are the stocks: (Thread) Consumer-Arcelik AS
very export oriented at >70% of sales, famous in Europe