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
M&A in luxury goods – 3 stocks to keep an eye on
The luxury goods industry has seen a flurry of takeovers, and more deals are likely to come. Which companies will be in the crosshairs?
Lloyd’s of London – a secular new theme?
Insurance market Lloyd’s of London wants to double in size. How can private investors participate in the opportunity?
Readers meet readers – and everyone gets new ideas
My readers are an incredible pool of investment ideas and sector knowledge. Does it pay to bring them together?
Membership Collective Group – benefitting from the boom in private membership clubs?
Private clubs are having a moment, and Membership Collective Group owns one of the world’s best-known club brands. Following its 75% drop, is the stock a buy?
Small-cap stocks – big problems, or big opportunities?
Will small caps be the biggest winners of the next few years, or will they lag the overall market?
Petrolina Holdings – a secret Cyprus real estate fund
Petrolina Holdings is Cyprus’s largest oil company. It also owns a vast stretch of beachside land. Is the stock about to experience a revaluation?
