VIDEOS

I regularly collaborate with other bloggers and vloggers to create videos. Some of them deal with my articles and research reports, others with entirely different subjects. It's also worth checking out my collaborators' websites.

Jens Rabe

BAYER: Comeback or further downfall? (in German)

23 September 2021

What's in store for Bayer AG, the German blue chip? Can it become a highly-valued growth stock again?

In my 36-minute chat with Jens Rabe, we take stock of the impact of Bayer's Roundup disaster, and consider the way forward. What are the promising growth areas, and how can they help the company stage a turnaround - similar to Volkswagen?

This video is available on Jens' YouTube channel: https://www.youtube.com/watch?v=aDIrOL0IBf4

 

The Wandering Investor

The case for investing in Russian stocks

28 July 2021

Why should you consider investing in Russia of all places? The country's stock market offers some of the highest dividend yields in the world!

I've long been a fan of Gazprom, so this 45-minute talk with Ladislas Maurice (The Wandering Investor) and fellow blogger Lyall Taylor (LT3000) was right up my street.

This video is available on The Wandering Investor's YouTube channel: https://www.youtube.com/watch?v=SU-AlpoldG0

 

Jens Rabe

The future of coworking: should you invest? (in German)

29 June 2021

Coworking is here to stay, and the growth prospects for flexible office space providers are accelerating.

In my 37-minute chat with Jens Rabe, we investigate the industry’s global market leader, IWG. What differentiates IWG from its competitors, which factors make it an undervalued share, and why hasn’t the market recognised its potential for shareholders?

This video is available on Jens' YouTube channel: https://www.youtube.com/watch?v=iTPBgzrIvkI

 

Jens Rabe

Blogs: the perfect information source? (in German)

22 June 2021

Blogs offer a wealth of quality information for investors - and most of it entirely for free! What makes investment blogs so unique, what's the rationale behind them, and how can you spot the best ones?

Jens Rabe and I take a closer look at some of our favourites, handpicked from my latest eBook "The world's best investing blogs".

This video is available on Jens' YouTube channel: https://www.youtube.com/watch?v=Bdr7YoEPNzk

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Volkswagen’s hidden potential (in German)

22 June 2021

The share of Volkswagen has seen an impressive revaluation over the past year: from its low of just under EUR 90, it climbed to over EUR 240 at the beginning of 2021.

In my 10-minute chat with Paul Petzelberger of SdK Schutzgemeinschaft der Kapitalanleger e.V., we take a closer look at the German carmaker. What does the future hold, and what’s in it for the share price?

This video is available on SdK’s YouTube channel: https://www.youtube.com/watch?v=E33Den5cti8

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Vita 34 share: Major revaluation potential (in German)

4 June 2021

Paul Petzelberger of SdK Schutzgemeinschaft der Kapitalanleger e.V. interviewed me about the merger of Polish stem cell bank Polski Bank Komórek Macierzystych (PBKM) and its German rival, Vita 34. I had long anticipated this merger to happen, as predicted accordingly in my PBKM research report from May 2020.

In our 11-minute chat, Paul and I look at the key aspects and future implications of the merger.

This video is available on SdK’s YouTube channel: https://www.youtube.com/watch?v=85YRFecqyB0

Philipp Haas - investresearch

CRESUD: A chance for Argentina? (in German)

11 May 2021

Argentina is one of the world's most out-of-favour stock markets. However, with global food prices surging, there is a good chance for the tide to turn. What's the best way to play this theme?

In my 24-minute chat with Philipp Haas, founder of investresearch, we take a closer look at CRESUD, the Argentinean farmland and real estate holding. A crisis investing opportunity par excellence!

This video is available on Philipp's YouTube channel: https://www.youtube.com/watch?v=oM2kHQ_tEMU

Dividenden Hai

Investing in Poland (in German)

2 March 2021

Poland’s economy has seen consistent growth for years, yet it’s hardly on anyone’s radar. The Warsaw Stock Exchange, too, is part of the Polish growth story, but equally overlooked.

This podcast with Jan Birkner of Dividenden Hai explores the past, present and future of the Warsaw Stock Exchange, and highlights three additional Polish stocks worth keeping an eye on.

This podcast is available on Dividenden Hai's Anchor channel.

Philipp Haas - investresearch

New potential for Twitter? (in German)

4 February 2021

Twitter is one of the lowest-valued stocks among major social media and online advertising companies. Could the company's lull be about to end? There is plenty going on behind the scenes, as outlined in my Twitter research report from November 2020.

In my 15-minute chat with Philipp Haas, founder of investresearch, we take a closer look at the social network and some indicators that it could once again become a high-growth story.

This video is available on Philipp's YouTube channel: www.youtube.com/watch?v=PHC3nOEUfJI

Philipp Haas - investresearch

Interview with Swen Lorenz (in German)

29 January 2021

I am delighted to kick off a series of chats with Philipp Haas, founder of investresearch (and one of my paying Members, actually!). In our first video, Philipp and I give some insights into our investment background. Future videos about specific investment ideas and themes will follow!

This video is available on Philipp's YouTube channel: www.youtube.com/watch?v=1zpy6gfIaoo

His German-language website is also worth checking out: www.investresearch.net

Jens Rabe

News from London: Brexit / New share ideas / Developments (in German)

7 January 2021

Reporting from London, Jens Rabe and I explore how the current hard lockdown affects the city, and how Brexit might benefit those willing to buy into the British stock market.

We also take a closer look at two of my most recent investment ideas, Just Eat Takeaway.com and Twitter.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=q7MtFF0KRZQ

Ash Perera

Is Fiverr the 'Amazon of freelance'?

17 November 2020

Fiverr, the Israeli freelance services marketplace for businesses, has a lot going for it: gross margins of over 80%, achieved profitability before expected, revenue growth of 82%, expanding base of repeat customers and a fantastic management team, to name just a few.

This podcast with Ash Perera takes you on a deep dive into the company, and uncovers how best to find investment ideas in the fast-changing decade that we live in.

This podcast is also available on Ash's Spotify channel.

Ash Perera

Fiverr: A deep dive

20 November 2020

Why should you own Fiverr for the entire 2020s?

In my 23-minute chat with Ash Perera, we take a deep look at the Israeli freelance services marketplace for businesses. What are the company's fundamentals and growth drivers, and how does it benefit from the change and opportunity that this decade presents?

This video is available on Ash's YouTube channel: www.youtube.com/watch?v=R8ZYVTyywdE

valueDACH

Where do you currently find value, Swen Lorenz? A talk on long-term opportunities

24 June 2020

Tilman Versch of valueDACH interviewed me about SNP, Fiverr, how I generate new investment ideas, what life is like on the island of Sark, and how to balance value vs. growth.

This video is available on Tilman's YouTube channel: www.youtube.com/watch?v=_TxExK-yNds

Proactive Investors

What is Undervalued-Shares.com?

6 February 2020

Proactive Investors is a global web platform for investors. They interviewed me about the track record of my website and how I help investors succeed. The 18-minute video is a good primer for anyone who is curious about Undervalued-Shares.com.

This video is available on Proactive Investors' YouTube channel: www.youtube.com/watch?v=MfBKJA2pSdU

The website of Proactive Investors is: www.proactiveinvestors.co.uk

Jens Rabe

Investment ideas outside of the mainstream (in German)

1 January 2020

What sectors, companies and themes do you need to look at in 2020? Jens Rabe and I talk about a wide range of ideas that are currently not on investors' radar, but which could rise to prominence over the next 12 months (and beyond).

Much of what we discussed in this video is already earmarked to form the basis for upcoming issues of the Weekly Dispatches and a range of new in-depth reports for Members.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=7W2Aqf6_v1U

Jens Rabe

Why invest into this one particular airline? (in German)

26 December 2019

Few sectors have as bad a reputation among investors than commercial airlines. Maybe that's exactly why they are now worth investing in? Warren Buffett has plonked down USD 10bn to buy airline stocks, and a secretive Californian fund has invested an even larger amount.

In my half-hour chat with Jens Rabe, we explore some of the lesser-known factors driving airline stocks.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=gGrlnwcxDk0

Jens Rabe

Gazprom in 2020 – how high can it go? (in German)

22 December 2019

In spring 2019, Jens Rabe and I had discussed Gazprom. It has come a long way since. In this video, we take a look at what may lie ahead in 2020.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=8WRniARDhyE

Jens Rabe

What books to read for inspiration and education? (in German)

22 September 2019

German investment blogger Jens Rabe and I are discussing 10 books that I have come to love and appreciate. They cover a range of different areas and subjects, and the video should have something for everyone.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=_Hmcynjs4Po

Jens Rabe

In-depth discussion on analysing shares, based on the example of Gazprom (in German)

15 June 2019

How to be ahead of the crowd? That's the key question I discussed with Jens Rabe during a half-hour conversation, and centred around the example of Gazprom. This was the most fun (and most popular) talk I have done with Jens so far. If you speak German, this video is highly recommended!

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=TzSqZpDHg4E

Jens Rabe

We are looking at a European takeover target (in German)

8 June 2019

Most of the time, I analyse stocks that are great long-term investments. However, sometimes I do feature investments that have a shorter timeframe. In my latest interview with Jens Rabe in Germany, we talk about a technology company that could make us 60% in 6-18 months. As usual, we cover a lot of ground and also discuss investment analysis and investment strategies.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=VuTTKeExJNc 

Sven Carlin

Deep-dive into Gazprom

28 May 2019

My Amsterdam-based colleague Sven Carlin has long shared my interest in Gazprom. We sat down for a 40-minute chat about some of the lesser-known aspects of the company, and why they could soon drive the share price yet higher. This video provides a taster of the two in-depth Gazprom reports that I have published in my Members' section.

This video is available on Sven's YouTube channel: www.youtube.com/watch?v=gzTtswcFSzE

Jens Rabe

Meet-up in Monte-Carlo to discuss SBM shares (in German)

25 May 2019

My German investment buddy Jens Rabe happened to be in Monaco at the same time that I was carrying out research there. We sat down in a street-side cafe to talk about the Société des Bains de Mer ("SBM"), the legendary Paris-listed company that owns vast amounts of real estate and trophy businesses in the Principality. You, too, could own a piece of Monaco real estate through SBM!

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=w8v63kMsv5U

Sven Carlin

Discussing our current European takeover target

29 April 2019

Sven Carlin used to teach finance at university, but nowadays spends 100% of his time on his fast-growing, popular YouTube investment channel. He is a value investing expert who has both a PhD and a published book to his name. In this video, Amsterdam-based Sven and I discuss an opportunity in the European takeover arena. Is it "The Best Trade of 2019"? You be the judge!

This video is available on Sven's YouTube channel: www.youtube.com/watch?v=6TF-aPRIOZA

Jens Rabe

Talk show with Swen Lorenz (in German)

25 April 2019

German options strategist Jens Rabe shares my philosophy of seeking out companies that are undervalued, and where a catalyst of some kind is likely going to lead to a higher valuation. I sat down with him to talk through the investment case of Porsche SE / Volkswagen. Jens' studio is a short distance from a Volkswagen plant, so I faced some well-informed, critical questions!

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=vbVzOAf_l0k

For anyone interested in options strategies, Jens' German-language website is: www.optionsstrategien.com

Jens Rabe

Talk show with Swen Lorenz (in German)

20 April 2019

Jens Rabe is Germany’s leading expert for option strategies, and he is an old friend who has a similar approach to investing. To kick off a regular series of talk shows, we sat together in his office for this 45-minute background chat. New, shorter videos about specific investment ideas and themes will follow every month.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=ECzWhwfgK0c

Jens' German-language website for anyone interested in options trading: www.optionsstrategien.com

Most recent

The Economist: a good investment?

The Economist: a good investment?

It’s little-known, but The Economist has over 1,000 shareholders. It’s akin to an exclusive club, which rather wants to keep you out. Will you be able to buy stock regardless – and could a proper IPO beckon?

read more

Latest reports (for Members only)

Bayer AG: similar to buying Volkswagen two years ago?

Bayer AG: similar to buying Volkswagen three years ago?

German blue chip Bayer is currently down and out. 2022 should bring a turnaround, though, similar to the one seen at Volkswagen.

A groundfloor opportunity in gaming and esports

A groundfloor opportunity in gaming and esports

This European entertainment champion is looking to turn itself into a global giant - and could gain 125% by mid-2022.

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Can coronavirus vaccine maker Novavax profit from the vast majority of unvaccinated people, and make vaccine sceptics fall in love with it?