Weekly Dispatches
Undervalued Shares
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
Don't invest in it if they don't call you crazy!
13 investment trends for a new world
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
Sark: investment opportunity of a decade
Riches among ruins (3-part series)
A few thoughts on Wirecard
Agfa-Gevaert and activist investing in Europe – a case study
Blogs to Watch (part 1): Lyn Alden
Ferrari – the company, the stock, and my car
Condor Gold – learnings from a takeover saga
London-listed Condor Gold is a promising bid target with >50% upside. It’s been a drawn-out experience up to now, but there is plenty you can learn from it.
Signature Bank – why the 36,000% rise in 7 months?
The stock of infamous Signature Bank has risen by a factor of 350x since October 2023. What’s the story, and is there more to come?
MarketReader – helping to understand markets in real time
MarketReader is a new tool designed to understand markets in real time. Its founder, Jens Nordvig, wants it to be available to millions of investors.
How to run a concentrated, global value investing portfolio – by Isaac Schwartz
New York-based portfolio manager Isaac Schwartz is passionate about global, unconstrained, and value-focused investing. What can we learn from him?
Allfunds – a takeover target in wealth tech
Allfunds is one of Europe’s hidden technology champions. A lucrative bid is probably just a matter of time.
Ørsted – will Denmark’s fallen angel rise again?
Ørsted, the Danish market leader for offshore wind farms, has suffered a serious fall from grace. Will it turn around?
