9 Comments

Thanks for the mention. I appreciate it.

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Really enjoy these newsletters!

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Hey Jon, great collection of posts, enjoyed checking out a few of these underfollowed situations. Tip I wanted to share: if you paste the link to a Substack post directly into the Substack editor, it generates an embed and saves you the step of making a "Read here" link. This post shows what it looks like: https://on.substack.com/p/milestone-roundup-spring-2023

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Some of the emerging market ones I have come across as fund holdings and have written about in my weekly posts e.g. https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-april-11-2023

I have also started some short Threads on EM stocks (so far not paywalled):

- https://emergingmarketskeptic.substack.com/p/mapmyindia-maps-every-door-in-india/comments

- https://emergingmarketskeptic.substack.com/p/bairong-ai-digital-services-for-chinese-banks/comments

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