Texas is becoming a serious competitor to New York and California – here is why investors should take notice.
Texas – a “country” to invest in?
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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
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.
Applus Services – bidders AND activists ante portas?
Spanish certification firm Applus Services could soon receive a bid from private equity. Activists may join the fray, too. An exciting special situation in the making.
Piaggio & C. SpA – time to saddle up?
Piaggio & C. SpA (“Vespa”) has undergone a transformation to increase its growth rates. What’s the opportunity with the European market leader for two-wheelers?
250th Weekly Dispatch – celebrating my readers
Since relaunching Undervalued-Shares.com in late 2018, I have published 250 Weekly Dispatches. A moment to appreciate my website’s greatest asset, its readers!
Microstates, private cities, new countries – an emerging investment theme?
There is a strong case for investing in companies (and assets) that are boosted by valuable sovereign rights. What might hold the biggest attraction for investors?
9 opportunities in litigation finance, defaulted debt and expropriation claims
Investing in legal claims is complex but doable through publicly listed securities. A tour de force through a broad range of such opportunities.
Turkey – taking stock in times of change
Turkey was the world’s best performing stock market last year. However, it’s an opaque, complex market. Learn more about it – or join our investor trip in May 2023!
EdiliziAcrobatica: Italy’s money-printing rope acrobats
An Italian firm is revolutionising the use of ropes to make building maintenance faster, cheaper, and safer. Expect EdiliziAcrobatica to get a lot more attention soon.
Dinosaur skeletons – an emerging asset class?
Rare collectibles like fine art, whiskey, and vintage cars have dramatically risen in value. Will dinosaur bones join them?
