Emerging markets are cheap and offer great growth potential over the next decades. chart by @charliebilello

Here are some of my quick keys to invest in Emerging markets
🧵 1-Enter slowly in each market. You should not go all in in one market, or company. Forget concentration - the goal is to spread the risks across countries and companies.

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

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…

EMs looks like the opportunity of the decade to me (Lazard AM). My portfolio is now 49% EMs.
I have some DM stocks with assets in EMs and vice versa ($BTI and $001.hk)

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.

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).

Nike vs Adidas vs Sketchers

1-NIKE $NKE 2-Adidas $ADS

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.

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

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

https://twitter.com/ReturnsJourney/status/1406666442066509824

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