Emerging Opportunities
@emergingopp.bsky.social did:plc:4uw2vhr6vncgqsflx2fwfjwi
Value investing in emerging markets. Uncovering high-conviction opportunities and overlooked gems worldwide. Independent research for long-term investors Blog: emergingopportunities.substack.com
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Zusammenfassung
Emerging Opportunities (@emergingopp.bsky.social) ist seit 6 Mai 2026 auf Bluesky. Das Konto hat 23 Follower, folgt 10 Konten und hat 79 Posts veröffentlicht.
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It’s a tricky thing because a lot of times people overlook that most of these speeches are not terribly policy relevant. Some are on issues other than monetary policy (payments, bank reg), some are presidents getting out in their districts. Sometimes delivering the same speech to different audiences
Post anzeigenNew on Emerging Opportunities: $TSM as the safe AI trade — TSMC makes the leading-edge chips (and CoWoS packaging) that power agentic AI no matter which chipmaker wins. emergingopportunities.substack.com/p/tsm-safe-ai
Post anzeigenWe have to stop data centres from being built.
Post anzeigenJust dropped my deep dive on $DLO — Uruguay’s payments leader with 45%+ revenue growth, trading at only ~13x earnings (80% off highs) The potential “next MercadoLibre” at a value price. Full analysis: emergingopportunities.substack.com/p/dlocal-dlo... #EmergingMarkets #ValueInvesting
Post anzeigenSpaceX’s $1.5–1.75T IPO Losses look scary, but Starlink is already profitable and growing fast in emerging markets. The $15B Anthropic deal + $75B raise give solid paths to grow into the valuation CoreWeave vibes Full analysis: emergingopportunities.substack.com/p/spacex-ipo... $SPCX $CRWV
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