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

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Latest reports (for Members only)

Mid-cap bid target

Mid-cap bid target

The company's CEO and COO have been given a strong financial incentive to at least double the share price by mid-2026. They are likely to succeed.

British going-private candidate

British going-private candidate

This small-cap has 50-100% upside in case of a going-private bid, and at least just as much upside if no bid materialised. How is that possible?

Frasers Group: The Berkshire Hathaway of British retail

Frasers Group: The Berkshire Hathaway of British retail

The stock of leading British retailer Frasers Group should have investors chomping at the bits to buy a stake.