Common sense investment opportunities around the world
Weekly newsletter (free)
In-depth research reports (from USD 49 p.a.)
100% ChatGPT-free
Expand your thinking by tapping Into my 25+ years of global investment research expertise
Discover world-class companies trading at low prices
Support your own idea generation and research
Benefit from an independent view of the world
Undervalued-Shares.com in 13 minutes
Discover my investment ideas
"Swen Lorenz’s research service on international stocks might provide the best value of any service out there."
Michael Fritzell, Asian Century Stocks
WEEKLY DISPATCHES
- Email alerts for new articles on companies, countries, people, and investment strategies
- Free eBook "The world's best investing blogs" (for email subscribers only)
- Free research report every year (for email subscribers only)
- Special offers (for email subscribers only)
MOST POPULAR
ANNUAL MEMBERSHIP
- In-depth research reports about my 10 best investment ideas every year (download a FREE sample report, PDF - 4MB)
- Archive with all 45+ past research reports
- Updates on previous research reports
- Email alerts for reports and updates
LIFETIME MEMBERSHIP
- You'll enjoy all the benefits of Annual Members, plus:
- 4 additional investment opportunities each year; sourced from small- and mid-caps (i.e., less liquid markets)
- Priority booking of reader events and trips
- These privileges for Lifetime Members will evolve and expand as the website grows
Free weekly dispatches
Join my free weekly column to gain access to my investment insights - and my FREE eBook "The world's best investing blogs".
Signature Bank – why the 36,000% rise in 7 months?
The stock of infamous Signature Bank has risen by a factor of 350x since October 2023. What’s the story, and is there more to come?
MarketReader – helping to understand markets in real time
MarketReader is a new tool designed to understand markets in real time. Its founder, Jens Nordvig, wants it to be available to millions of investors.
How to run a concentrated, global value investing portfolio – by Isaac Schwartz
New York-based portfolio manager Isaac Schwartz is passionate about global, unconstrained, and value-focused investing. What can we learn from him?
Allfunds – a takeover target in wealth tech
Allfunds is one of Europe’s hidden technology champions. A lucrative bid is probably just a matter of time.
Ørsted – will Denmark’s fallen angel rise again?
Ørsted, the Danish market leader for offshore wind farms, has suffered a serious fall from grace. Will it turn around?
The battle for ASOS – crunch time?
Online fashion retailer ASOS is struggling financially, but its 23m active customers are a valuable asset. Two billionaires and a hedge fund are vying for control.
Latest Reports for Members
Undervalued liquidation case
23 April 2024
The London-listed stock analysed in this bonus report for Undervalued-Shares.com Lifetime Members is a real estate company that decided to go into liquidation. All assets will be sold, and the proceeds paid out to shareholders.
The company in question has a complex and somewhat sordid past. It has completely fallen off the radar, except for funds that are specialised in complex special situations and which quietly mopped up enough shares to control the majority of votes.
Two of these investors recently significantly upped their stake. They will know that:
- A liquidation is going to yield a 2x return for shareholders.
- Recent macro tailwinds could make for an even higher return.
- An ongoing litigation case could yield an additional windfall profit.
With a bit of luck, this case should throw off 3-3.5x the current share price. At the same time, the downside seems very limited, given that you are buying real estate at a 50% discount.
Mid-cap bid target
British going-private candidate
Frasers Group: The Berkshire Hathaway of British retail
Formula One Group: moving up a gear
London, 11 June 2024
New York, 13 June 2024
Weird Shit Investing
A highly curated conference for the misfits and iconoclasts of the investment industry to exchange investment ideas and meet like-minded people
PLUS a (free!) manual showcasing all ideas shared at the conference
What members say
Your work rate is simply outstanding! I also admire your ability to put your politics aside and invest as you see it.
Guy D., Australia
This Membership is the best investment in your own stock market future. Anyone looking for an experienced opportunity finder will find what they need with Swen Lorenz!
Moritz H., Germany
Unrivaled value for retail investors in your reports. Gazprom actually helped me pay off one of my student loans which I've been struggling with for a while. Your work is changing lives.
Tyler, USA
Gotta say that @uv_shares is one of my favorite blogs. We are paid up subscribers. Always some quirky stock I haven’t heard of. Recommend you follow…
Kuppy, AdventuresInCapitalism
I am a Lifetime subscriber to your newsletter. It is one of the best, if not the best out there in this space.
Hung-Wah C., Hong Kong
You are the Sherlock Holmes of the stock market. Love your analysis. It's not only pretty accurate but fun to read.
Pablo, Argentina
As seen in
