Austria’s Raiffeisen Bank International is up 200%. It remains one of the smartest (and cheapest) proxies for investing in the CEE region, including Ukraine.
Raiffeisen Bank International – the Ukraine proxy still on sale
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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
Uzbekistan is gathering pace – what to look at now
Uzbek investments are starting to take off. Which ones are worth investigating, and how can you research them?
Gold Reserve – the #1 way to get exposure to Venezuelan mining?
Canada-listed Gold Reserve has legal claims against Venezuela but may instead return as a gold miner. The stock could be set for a breakout.
Burford Capital – back from the dead?
London-listed litigation financier Burford Capital is trading at its lowest valuation multiples in years. Are multiple catalysts lining up for a re-rating?
Dating stocks – value plays or melting ice cubes?
Match Group, Bumble and Grindr have sharply fallen out of favour. With valuations near historic lows, should investors ‘swipe right’?
Litigation investing – a route to riches (sometimes)
Investing in litigation claims is risky, but it can make 10, 50 or even 100 times your money. Here is a run-down of 20+ (mostly current) examples.
42x with a boring business – could it happen again?
NYSE-listed AutoZone delivered 4,200% over 20 years by consistently buying back stock. Does the UK offer similar buyback champions of the future?
