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Latest Reports for Members

Dominant, fast-growing tech play in emerging markets

12 December 2024

Domestic tech champions are springing up in emerging markets around the world. Since their markets are less mature, these companies often grow faster than their counterparts in the US.

Some of these markets have very high barriers to entry, often starting with language alone!

In fact, the company featured in this report may have one of the strongest moats in the world.

Its New York-listed stock is trading at a cheap valuation both in absolute and relative terms.

Talk of buying a fast-growing, world-class tech company at a fraction of US valuations!

 

2-2.5x from an investment holding liquidation

Ukraine reconstruction: one stock to benefit

Actinium-225, aka "the world's rarest drug"

Internet leader at a bargain price

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Latest reports (for Members only)

Dominant, fast-growing tech play in emerging markets

Dominant, fast-growing tech play in emerging markets

This emerging market tech champion does not need to hide behind Google, Apple or Amazon. Over the next 3-5 years, the stock could 5x.

2-2.5x from an investment holding liquidation

2-2.5x from an investment holding liquidation

This AIM-listed small-cap will likely return all its capital to shareholders. Underresearched by investors, it's an opportunity that shouldn't even exist – but it does.

Ukraine reconstruction: one stock to benefit

Ukraine reconstruction: one stock to benefit

If or when the war in Ukraine ends, this stock will likely become the focus of investor money pushing into the country.