A peace deal for Ukraine will steer significant funds towards private companies. Which stocks could benefit the most?
Weekly dispatches
Distressed assets (part 1): Rebecca Pacholder predicts new super-cycle
Will bonds outperform equities over the next two to three years? Rebecca Pacholder of Snowcat Capital shares her thoughts.
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’?
UK takeover targets – ideas to fuel your research
UK stocks are among the cheapest in the world and continue to attract lucrative bids.
Russian ADRs and GDRs – what’s next?
Following the EU and US sanctions, is there a glimmer of hope for owners of depository receipts of Russian companies?
Playboy Group – the world’s cheapest global brand?
Playboy is a world-famous brand, but the company’s market cap is down to USD 130m. A multi-billion brand at a bargain price?
USA – the unstoppable juggernaut?
The US stock market has outperformed the rest of the world for decades. Is its success about to end?
Turkey investor trip – what we learned
Three days of nonstop fact-finding in Turkey. Here is what you’ve missed.
Vonovia – a German property bargain?
Vonovia owns Europe’s largest residential property portfolio, and its stock is trading at its largest discount ever.
Burberry – now more than just a takeover candidate
There is probably more to come for the stock of Burberry, the famed British luxury brand.