HeyJaredEmerging Value
The most complete coverage of Emerging Markets opportunities. Plus free access to my Developed markets compounders picks.
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 28, 2026
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- Earliest in this view
- Aug 2, 2026
Latest issues
Stoneco: A Fintech deep value at 4 times earnings (opens the original)
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Today I write about a Latam Fintech whose mission is: “To become the most trusted and indispensable financial platform for Brazilian entrepreneurs.”Enter Stone.Berkshire Hathaway believed that it was worth more than three times what we are paying now. So we get the company at a 70% discount compared to Berkshire.By all metrics it is insanely cheaper. But as we will see, the business did not grow at a smooth growth rate, and had to reinvent itself, and Berkshire Exited.Now, at mid single digit ea
The list of India ADRs (opens the original)
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Here is the full list of India ADR’s as of September 22, 2026Financials & BankingHDB | HDFC BankIBN | ICICI BankTechnology, Telecom & ServicesINFY | InfosysWIT | WiproSIFY | Sify TechnologiesHealthcare & PharmaceuticalsRDY | Dr. Reddy’s LaboratoriesConsumer, Travel & LeisureMMYT | MakeMyTripYTRA | Yatra OnlineEnergy & UtilitiesGAID | GAIL (India) Limited<a class="image-li
Warren Buffett is much more than a great investor (opens the original)
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<img alt="" class="sizing-normal" height="131.83333333333334" src="https://substackcdn.com/image/fetch/$s_!gACV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F270bf8a0-70b2-4575-a425-4cf45bbe7c13_480x226.webp"
The list of Colombian ADRs (opens the original)
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Here is the list of Colombian ADR’s as of September 19, 2026EnergyECOPETROL / EC/ NYSEBanking:Grupo Aval /AVAL /NYSEGrupo Cibest S.A/ CIB /NYSE
The list of Chinese ADRs (opens the original)
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For China, I don’t look at small caps ADRs. I favor investing directly in Hong Kong, or in Hong Kong stocks listed in Germany.I don’t recommend VIE stocks listed in the USA.However, there are a few exceptions: The companies that are too big to fail and companies that are large enough.E-Commerce, Travel & Consumer DiscretionaryBABA | Alibaba Group HoldingJD | JD.com, Inc.PDD | PDD Holdings (Pinduoduo & Temu)TCOM | Trip.com Group LimitedMNSO | MINISO Group HoldingTechnology, AI & MediaBIDU | Baid
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