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

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Don't invest in it if they don't call you crazy!

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13 investment trends for a new world
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Investing in Poland (3-part series)

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2020 – the year for investing in Europe?

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Sark: investment opportunity of a decade
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Riches among ruins (3-part series)
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A few thoughts on Wirecard

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Agfa-Gevaert and activist investing in Europe – a case study
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Blogs to Watch (part 1): Lyn Alden
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Ferrari – the company, the stock, and my car
Is this stock like Amazon in 1997?

Is this stock like Amazon in 1997?

If my instinct is right, this online company is a ground floor opportunity similar to investing in Amazon 20 years ago. It is already world-leading in its market. You could even say that it has created its own market by approaching a problem in a different way than everyone else. It could be a category-defining company.

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13 investment trends for a new world

13 investment trends for a new world

The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.

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Gazprom – is it now or never?

Gazprom – is it now or never?

Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.

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Blogs to watch (part 6): Cody Shirk

Blogs to watch (part 6): Cody Shirk

Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are 7 reasons why I love his writing.

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The world's best investing blogs

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Bayer AG: similar to buying Volkswagen two years ago?

Bayer AG: similar to buying Volkswagen three years ago?

German blue chip Bayer is currently down and out. 2022 should bring a turnaround, though, similar to the one seen at Volkswagen.

A groundfloor opportunity in gaming and esports

A groundfloor opportunity in gaming and esports

This European entertainment champion is looking to turn itself into a global giant - and could gain 125% by mid-2022.

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Can coronavirus vaccine maker Novavax profit from the vast majority of unvaccinated people, and make vaccine sceptics fall in love with it?