Common sense investment opportunities around the world
Weekly newsletter (free)
In-depth research reports (from USD 49 p.a.)
Expand your thinking by tapping Into my 25+ years of global investment research expertise
Discover world-class companies trading at low prices
Beat low interest rates with dividend yield strategies
Benefit from a different, 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 out there 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 - 6MB)
- Archive with all 35+ 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".
Lloyd’s of London – a secular new theme?
Insurance market Lloyd’s of London wants to double in size. How can private investors participate in the opportunity?
Readers meet readers – and everyone gets new ideas
My readers are an incredible pool of investment ideas and sector knowledge. Does it pay to bring them together?
Membership Collective Group – benefitting from the boom in private membership clubs?
Private clubs are having a moment, and Membership Collective Group owns one of the world’s best-known club brands. Following its 75% drop, is the stock a buy?
Small-cap stocks – big problems, or big opportunities?
Will small caps be the biggest winners of the next few years, or will they lag the overall market?
Petrolina Holdings – a secret Cyprus real estate fund
Petrolina Holdings is Cyprus’s largest oil company. It also owns a vast stretch of beachside land. Is the stock about to experience a revaluation?
Butterfield – a “Plan B” bank option that you can invest in
High-net-worth individuals are looking to diversify their wealth. Butterfield is an interesting option – for both banking and investing.
Latest Reports for Members
Swatch Group: Hayek heirs under pressure
9 December 2022
It used to be "the world's largest watch company", but not anymore. In 2021, Swatch Group slipped to the #2 spot when measured by revenue. Worse even, its four biggest brands – Omega, Longines, Tissot and Swatch – have all lost market share. These four brands account for 75% of the group's revenue.
12 years after the death of its legendary CEO and major shareholder, Nicolas G. Hayek, the company is lagging the industry rather than leading it. Even the recent hype about the "MoonSwatch" may yet turn out a pyrrhic victory.
Swatch Group is highly profitable, has a gold-gilded balance sheet, and sits on a mountain of cash. Yet, the market treats it as a company in decline. The value of the Omega brand alone could almost match the current enterprise value – and Swatch owns 16 (!) other watch brands.
Its record-low valuation could turn out a temporary bargain. 2023/24 has the potential to bring transformative changes to the watch industry in general, and Swatch Group in particular.
Atari: A forgotten shell, a legacy brand, and 1bn of valuable tax losses
A multi-bagger from the Falkland Islands?
Buying opportunity ahead of transformation
Turning crisis into opportunity
What members say
Your reports are always a joy to read and they give a solid perspective on interesting investment opportunities. Big thanks for that.
Tibor, Oman
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
Thanks again for all your great reports and I do already look forward to the next one!
Johannes, Hong Kong
Have read through all your reports and just want to thank you again for the amazing insight. Can't tell you how valuable and interesting I find them, just what I am looking for.
Steve P., Australia
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
