Germany’s OHB SE is a space economy success story. Investors have benefited handsomely, too. The upcoming SpaceX IPO has propelled OHB stock into orbit.
OHB – how the “secret” German SpaceX made 15x
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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
Andersen Group – a beneficiary of bureaucracy and box-ticking culture
Taxes, compliance and regulations only ever increase. Andersen Group is making a mint from helping wealthy clients navigate this growing burden.
Raiffeisen Bank International – the Ukraine proxy still on sale
Austria’s Raiffeisen Bank International is up 200%. It remains one of the smartest (and cheapest) proxies for investing in the CEE region, including Ukraine.
Camellia – modernising a “secret” agriculture company
London-listed Camellia PLC long seemed like a relic from bygone times, but it has recently updated its capital allocation strategy. Does a short-term catalyst beckon?
Switzerland – Europe’s overlooked activist opportunity
Japan is currently being hyped as a target-rich destination for activist investors – but Switzerland may deserve just as much attention.
Ukraine – invest now rather than later
Everyone expects a ‘Marshall Plan II’ for Ukraine’s reconstruction. What if the best opportunities appear before reconstruction – while most investors are still waiting?
Ukrainian agriculture stocks – the world’s ultimate land bargain?
Ukraine is famed for its “black soil” and long known as the breadbasket of Europe. But does its agriculture sector still hide overlooked investment opportunities?
