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
How I work (part 2): The 10 worst mistakes of my investing career
The value of going against groupthink
Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq
Ferrari – the company, the stock, and my car
11 highlights from our dinner with Kuppy
Sark – bidding for the Barclay estate and going public
USA – the unstoppable juggernaut?
Hungary investor trip – what we learned
"The art of execution": how to manage your own portfolio
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?
The US stock market has outperformed the rest of the world for decades. Is its success about to end?
Three days of nonstop fact-finding in Turkey. Here is what you’ve missed.
Vonovia owns Europe’s largest residential property portfolio, and its stock is trading at its largest discount ever.
There is probably more to come for the stock of Burberry, the famed British luxury brand.
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 (“Vespa”) has undergone a transformation to increase its growth rates. What’s the opportunity with the European market leader for two-wheelers?
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!
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?
Investing in legal claims is complex but doable through publicly listed securities. A tour de force through a broad range of such opportunities.
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!
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.