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 International Stock Exchange” is about to take off – catch it while you can
A year ago, I reported about the stock exchange of the Channel Islands. The current valuation of the cash-rich and highly-profitable company is almost too good to be true.
Using my global network as your eyes and ears on the ground
If there is a chance to invest alongside clever people who have made billions by spotting investment trends earlier than others, why not latch onto them?
Blogs to watch (part 18): Mostly Borrowed Ideas
Mostly Borrowed Ideas is such a good blog that it might render me unemployed. Quite a few of my readers may subscribe there instead.
Bougainville Copper – new game, new luck?
Every other year, the controversial shell of a company attracts another major round of speculation. Is it about to happen yet again?
Will exploding food prices help Argentina to a 180-degree turn?
Argentina has a long history of rewarding those who place anti-cyclical bets on its ability to recover from deep crises. The country may soon get lucky again.
Industry roll-ups or The SPAC-based IPO of Vintage Wine Estates
Consolidating a fragmented industry is a highly lucrative investment strategy. This American wine company provides a real-life case study.
