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: June 2025
How to buy into the world’s cheapest real estate
CEIBA Investments is a deeply undervalued real estate company. I presented its case at the Weird Shit Investing conference in London.
The craziest (unknown) European banking stock
This EUR 8bn company has 200% upside. I presented its case at the Weird Shit Investing conference in Hong Kong.
“Shit” mining companies – the next stellar performers?
Mining companies often land in epic political chaos – and can produce stunning returns if they manage to break free.
Liechtenstein banks as EU crisis winners?
Liechtenstein isn’t just home to elite financial services – you can also own a piece of its banks.
