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
Playboy Group – the world’s cheapest global brand?
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?
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.
