Olivier (@returnsjourney_) 's Twitter Profile
Olivier

@returnsjourney_

Investor, newsletter on European and Emerging value stocks at emergingvalue.substack.com

ID: 1850766819965218816

linkhttp://emergingvalue.substack.com calendar_today28-10-2024 05:09:34

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Value traps have this thing of sometimes surprising you back, as value never fully dies out. but of course by definition they underperform. You need some under performers to find the out performers in a value approach

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YTD 6.38% strong start but still unfair valuations across the board Top positions ex dividends. Bank of Ireland +389% First Pacific +87% Coca Cola Femsa +57% BATS + ?? due to wash sales Poulaillon +24%

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I am very happy to see the easy trump trade money prove it wasn't easy after all. very happy that those who don't do work go back to work $TSLA

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Nice recovery in Austrian IOT and Green energy company Kontron, like many cyclicals, but this was always a growth+cyclical. Forward PE 13.

Nice recovery in Austrian IOT and Green energy company Kontron, like many cyclicals, but this was always a growth+cyclical.
Forward PE 13.
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First Pacific finally a bagger ex dividends +111%. Still a bargain. Value is only at the beginning. I just wrote an update on subsidiary Indofood, with the stock going nowhere. Link in bio.

First Pacific finally a bagger ex dividends +111%.
Still a bargain.
Value is only at the beginning.
I just wrote an update on subsidiary Indofood, with the stock going nowhere. Link in bio.
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Significant performers in the portfolio since newsletter inception. Significant losers too. $BLC.PA leaves big losers camp on strong recovery. Expecting the best 2 years performance from the flat/losers camp actually.

Significant performers in the portfolio since newsletter inception.

Significant losers too.

$BLC.PA leaves big losers camp on strong recovery.
Expecting the best 2 years performance from the flat/losers camp actually.
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The biggest winners in the past two years were due to earnings growth and excellent operations. If you have this, you win. The biggest winners post covid were due to incredible bargains valuations.

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commenting a book on South African history with my FR/ZA 9 years old, I explained apartheid and it's end. Mentioning the current land debate, she simply said. "I think they should just share it all equally" Simplicity. here you have it.