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!
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
A few thoughts on Wirecard
Concentrated bets – how the world’s best value investors got rich
Many of the world’s richest value investors ignored all advice about not putting all your eggs into one basket. Should you, too, turn diversification on its head?
Blogs to watch (part 21): Paladin Asset Management
Would you like free access to the investment ideas of award-winning fund managers? Paladin Asset Management’s little-known blog is a treasure trove of original thinking.
The “best” coronavirus vaccine and an undervalued stock?
Only 25% of the world have been vaccinated against the coronavirus. Can vaccine company Novavax profit from the other 75%, and make vaccine sceptics fall in love with it?
Gazprom, Russia’s retail investor renaissance, and a top 40 list
Russia is the world’s #1 market for dividend yield. The stock of Gazprom has doubled since 2019. Which other Russian equities will become dividend highflyers?
Takeover fever in Brexit Britain – which companies will receive a lucrative bid?
The London stock market is experiencing an unprecedented number of takeover bids. The slew of bids at unusually high premiums is bound to continue.
The great escape (part 3): Investing in Guernsey
Emigrating hedge fund billionaires, new transport options, and an underpopulated rock the size of Manhattan. Guernsey offers tantalising long-term prospects.
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