The European Commission wants telecoms companies to become more profitable and engage in M&A. Meanwhile, the sector has quietly outperformed.
European telecoms – opportunity hiding in plain sight
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Weekly dispatches
Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
MOST POPULAR WEEKLY DISPATCHES
Rebuilding Ukraine - 99 stock ideas for a peace deal
Panthera Resources - multi-bagger legal claim?
How to buy into the world’s cheapest real estate
Texas - a “country” to invest in?
The Metals Company - a multi-bagger if Trump aims for resource autarky?
50 things I now know about investing because I am 50
The craziest (unknown) European banking stock
Amentum and the power of my global readership
Dead newsletter authors you can learn from
ZIGUP - acquisition target with 100-200% upside
Victoria’s Angels are back – a turnaround for Victoria’s Secret?
After a five-year hiatus, Victoria’s Secret’s infamous fashion show returns. Will the bombed-out stock price react?
Hungarian stocks – worth a closer look?
Hungarian stocks are easy to trade, but no one is taking an interest. Is this about to change?
How to profit from government U-turns
Governments are realising the need for commodities such as copper. Dormant mining projects could deliver spectacular returns.
Sark – a small island with huge potential
The self-governing island of Sark has tremendous potential. I am working to create a publicly listed company that will allow the public to invest in Sark’s future.
Why I set up a fund management firm
I am in the middle of launching an investment fund. Undervalued-Shares.com readers will benefit in several ways.
Distressed assets (part 3): The unique opportunity of Latin America
Latin America makes for a compelling investment environment for anyone who likes distressed assets.
Distressed assets (part 2): António Batista on the European perspective
Where lie the opportunities in distressed investing in Europe? António Batista of Caius Capital shares his views, and how he approaches investing.
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’?
