Britain offers many unloved, undervalued stocks. Opportunities come from takeover candidates, changing politics, and special situations.
Allocating to Europe (part 3): Britain
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Weekly dispatches
Month: July 2023
11 highlights from our dinner with Kuppy
40 Undervalued Shares readers got together for a Q&A session with Harris “Kuppy” Kupperman. What did we learn from him?
Bains Mer Monaco (SBM) – Europe’s only real estate stock trading at a record high
SBM owns swathes of Monaco, and its portfolio of unique assets keeps delivering for investors. Will the stock continue to defy gravity?
Venezuelan distressed assets rally – is Argentina next?
Companies with legal claims against Venezuela recently doubled and tripled in value. Is there more to come, and where?
Moats – a short introduction
What do beginners need to know about investing in companies that are protected by a ‘moat’?
