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
The world’s best investors (part 1): Karl Ehlerding – exclusive interview marking his 80th birthday
Karl Ehlerding looks back at over 60 years of stock market experience. The equity investor is truly unique among investors – in Germany, and probably worldwide.
Weltbeste Investoren (Teil 1): Karl Ehlerding – exklusives Interview zum 80. Geburtstag
Karl Ehlerding blickt zurück auf über sechs Jahrzehnte Börsenerfahrung. Der erfolgreiche Aktienanleger ist ein echtes Unikat der deutschen Aktienszene.
Lindt & Sprüngli – an exclusive “club” with a six-digit joining fee
Switzerland’s famous chocolate brand, Lindt & Sprüngli, has a six-digit share price. How did the stock reach such heights, and does it have further to run?
Polymetal: how to buy Russian gold mines for free
London-listed Polymetal gets you a stake in Russian gold mining for the proverbial song. Crisis investing at its best!
The state of Russian DRs: an update
Anyone who owns Depositary Receipts of Russian stocks has been stuck with illiquid securities. Are there any solutions in sight?
Blogs to watch (part 29): Exante Data (Jens Nordvig)
Institutional investors are paying top dollars to pick Jens Nordvig’s brain. His research and analysis firm, Exante Data, uncovers macro trends ahead of the crowd.