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Weird Shit Investing Online
The opportunities nobody talks about
28 July 2026
07:00 – 19:00 BST | Live and recorded
Featuring brand-new content from previous conference speakers
Ideas you won't hear anywhere else
Most investment conferences discuss the same stocks, the same macro themes, and the same consensus narratives.
Weird Shit Investing is different.
Since 2024, Weird Shit Investing has brought together fund managers, private investors, and family offices in Hong Kong, London, and New York to present their most unusual and compelling investment ideas.
Opportunities that are too obscure, too niche, too controversial, or simply too unconventional for mainstream investment events.
What began as a niche gathering of unconventional investors has quickly become one of the investment industry's most talked-about events.
Now, for the first time, Weird Shit Investing goes online, bringing together many of the best presenters from the past three years for a full day of high-conviction investment ideas.
Every idea will be brand-new, not previously presented at one of the Weird Shit Investing in-person conferences.
Whether you're a fund manager, private investor, family office, or simply curious about unusual opportunities, you'll gain exposure to ideas and approaches that sit well outside the investment mainstream.
Ideas you are unlikely to hear about elsewhere.
Why attend?
Discover opportunities ignored by mainstream research
Learn how experienced investors uncover hidden value
Explore markets, structures, and asset classes most investors never encounter
Build a watchlist of unconventional ideas for further research
Gain frameworks for identifying your own overlooked opportunities
Directly engage with speakers through live Q&A
This isn't a conference about following the crowd.
It's a conference about looking where nobody else is looking.
What kind of ideas are presented?
Genuinely original, brand-new investment ideas. Ideas outside the box. Inspirations you wouldn't hear about elsewhere!
While every presentation is different, subjects typically include:
- Very complex investment cases
- Less liquid securities
- Extreme mispricing
- Crisis investing
- Banned investments
- Litigation investing
- Roadmaps for going activist
- Demutualisation
- Unusual financing structures
- Exotic but tradeable bourses
- Dormant assets
- Funds with a twist
- Niche alternative assets
- Outlier subjects of broad interest
- Non-equity opportunities
From the perspective of corporate fund managers: weird shit.
However, investments that are off the beaten path are often all the more interesting. All of the securities presented at this online conference can be researched, analysed, and invested in.
Agenda
28 July 2026
07:00 - 07:30 BST (GMT+1)
Swen Lorenz (Undervalued-Shares.com)
Swen Lorenz is the author of Undervalued-Shares.com and host of the Weird Shit Investing community.
07:30 - 08:00 BST (GMT+1)
Andrew Brown (Dynasty Trust)
Andrew Brown runs Dynasty Trust, a unique investment trust that invests in companies controlled by a single shareholder or a close-knit group, usually a family.
08:00 - 08:30 BST (GMT+1)
Michael Fritzell (Asian Century Stocks)
Michael Fritzell is the author of Asian Century Stocks, a highly respected newsletter on investing in Asia.
08:30 - 09:00 BST (GMT+1)
Michael McGaughy (Fusion Wealth Management)
Michael McGaughy is the Founder and Portfolio Manager of Research Alpha, a specialist fund focused on unloved, out-of-favour quality companies in some of the world’s least expensive stock markets.
09:00 - 09:30 BST (GMT+1)
Péter Lukács (Peter Lukacs Research)
Péter Lukács is a Hungary-based value investor who runs Péter Lukács Research (and a YouTube channel).
09:30 - 10:00 BST (GMT+1)
Ruchir Desai (Asia Frontier Capital)
Ruchir Desai is a Portfolio Manager at AFC Asia Frontier Fund in Hong Kong, covering frontier markets including Bangladesh, Georgia, Jordan, Kazakhstan, Oman, Pakistan, Sri Lanka, Vietnam, Iraq, and Uzbekistan.
10:00 - 10:30 BST (GMT+1)
Jonathan Tanne (Tangible Investment Management)
Jonathan Tanne manages Tangible Investment Management, a long-only, high-conviction global portfolio focused on undervalued and under-researched businesses.
10:30 - 11:15 BST (GMT+1)
Break (45 min)
11:15 - 11:45 BST (GMT+1)
Alyx Wood (Kernow Capital)
Alyx Wood is Chief Investment Officer at Kernow Asset Management, an award-winning contrarian investment manager specialising exclusively in UK equities.
11:45 - 12:15 BST (GMT+1)
Martin Sjögren (FrontierViking)
Martin Sjögren writes the well-known FrontierViking Substack on investing in frontier markets.
12:15 - 12:45 BST (GMT+1)
Tim Bergin (Calderwood Capital)
Tim Bergin is a Partner at Calderwood Capital in London, a firm that seeks value in off-the-beaten-path securities.
12:45 - 13:15 BST (GMT+1)
Terence Moll (private investor)
Terence Moll was Head of Investment Strategy at 7IM and now manages his own portfolio.
13:15 - 13:45 BST (GMT+1)
Julio Coelho (Lapin Capital)
Julio Coelho runs Lapin Capital, a fund manager specialising in small- and micro-cap companies, primarily in Latin America, where sell-side coverage is limited.
13:45 - 14:15 BST (GMT+1)
Drew Crawford (Austral Continental)
Drew Crawford is the Founder and Managing Partner of Austral Continental, a cross-border capital advisory firm that connects American institutional capital to Brazilian hard assets.
14:15 - 14:45 BST (GMT+1)
Jason Wong (Blitz Ventures)
Jason Wong is a Hong Kong-born private investor who has been on the ground in Eastern Europe since 2015.
14:45 - 15:30 BST (GMT+1)
Break (45min)
15:30 - 16:00 BST (GMT+1)
Andrew Walker (Yet Another Value Blog)
Andrew Walker is Head of Research at Rangeley Capital, which specialises in event-driven, value-oriented investment opportunities.
16:00 - 16:30 BST (GMT+1)
Cody Shirk (Explorer Equity)
Cody Shirk is a fund manager with more than 20 years of experience travelling the world in search of hidden investment opportunities.
16:30 - 17:00 BST (GMT+1)
Sara (TripleS Special Situations Investing)
Sara writes TripleS Special Situations Investing, a widely read publication covering special situations, distressed securities, bankruptcies, litigation, and other quirky financial setups.
17:00 - 17:30 BST (GMT+1)
Wyatt Sparks (Sea Meadow Capital)
Wyatt Sparks is Chief Investment Officer at Sea Meadow Capital, an investment partnership that considers "hairy stuff".
17:30 - 18:00 BST (GMT+1)
Kerem Aksoy (Glacier Pass Management)
Kerem Aksoy is Chief Investment Officer at Glacier Pass Management, a value-focused partnership that runs a concentrated, global portfolio of micro-cap companies in underfollowed countries and industries.
18:00 - 18:30 BST (GMT+1)
Thomas Bachrach (PFH Capital)
Thomas Bachrach is Chief Investment Officer at PFH Capital, a globally focused, Philadelphia-based fund.
18:30 - 19:00 BST (GMT+1)
Swen Lorenz (Undervalued-Shares.com)
Swen Lorenz is the author of Undervalued-Shares.com and host of the Weird Shit Investing community.
Curious what it actually looks like in practice?
Get free access to previous conference manuals featuring more than 100 investment ideas from past events:
Weird Shit Investing 2026 – The Manual (40 ideas, 117 pages)
Weird Shit Investing 2025 – The Manual (49 ideas, 166 pages)
Weird Shit Investing 2024 – The Manual (26 ideas, 59 pages)
What your ticket includes
Live participation
- A full day of brand-new presentations and discussions spanning multiple time zones.
- Join for the entire event or dip in and out throughout the day.
- Participate in live Q&A sessions with presenters.
Session recordings
- Recordings released during the week following the event.
- Download recordings and watch at your own pace.
- Permanent access to available recordings.
Presentation slides
- Download slide decks for available recorded sessions.
- Available shortly after the event.
- Includes presenter contact details.
About the host
Swen Lorenz, author of Undervalued-Shares.com, will moderate the entire day.
With over 30 years of investing experience, Swen has a knack for finding exciting investment opportunities in unexpected places.
As the chief protagonist of the Weird Shit Investing community, Swen has brought together a truly unique community of bright minds, who you can now gain access to and learn from by joining this online event.
Get your ticket
You do not need an Undervalued-Shares.com Membership to purchase a ticket - but as a Member, you benefit from a discounted rate.
Non-Members can buy tickets at the standard rate below.
ONLINE ACCESS (MEMBERS)
- Discounted price for Annual and Lifetime Members only
- This ticket includes:
- Live participation in the online event
- Access to session recordings and slide decks after the event
ONLINE ACCESS (NON-MEMBERS)
- Standard price for non-Members
- This ticket includes:
- Live participation in the online event
- Access to session recordings and slide decks after the event