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
Société de la Tour Eiffel – a lesson for idea generation
Can you buy a stake in the famous Eiffel Tower? The Société de la Tour Eiffel is a stock market oddity – and one that provides a useful lesson.
God’s fund manager – how the Vatican made billions from stocks
Bernardino Nogara single-handedly changed the financial fate of the Catholic church. How did he do it, and what can we learn from his work?
The Wall Street Journal from 1 January 2000 – what does it teach us?
Year-end is prediction time. Looking back 22 years, what did the world’s #1 financial newspaper say in its millennium prediction issue?
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?
