Despite all of its obvious problems, Germany has been producing some outlier investment gains – and there is more to come!
Allocating to Europe (part 1): Germany
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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
The craziest (unknown) European banking stock
This EUR 8bn company has 200% upside. I presented its case at the Weird Shit Investing conference in Hong Kong.
“Shit” mining companies – the next stellar performers?
Mining companies often land in epic political chaos – and can produce stunning returns if they manage to break free.
Liechtenstein banks as EU crisis winners?
Liechtenstein isn’t just home to elite financial services – you can also own a piece of its banks.
Investing in Iraq – yet more gains to come?
The Iraq fund I featured in 2021 is up 183% in USD terms. With record investment pouring into Iraq, is it too late to get in?
The Channel Islands’ hidden investment gems
The Channel Islands are a high-quality, low-profile finance centre, offering the occasional hidden opportunity for astute investors.
Understanding (and exploring) preferred stocks
Preferred stocks uniquely sit between debt and equity. What are they exactly, and where’s the investment opportunity?
