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
Paradigm change for bombed-out junior mining stocks?
I have researched a little-noticed change in the gold mining market. It could soon make fortunes for shareholders of gold exploration companies.
Brexit special: a list of potential British takeover targets
Britain has recently seen a torrent of bids, and more are in the pipeline. Here is a list of ideas on how to benefit from takeover bids.
Is this the must-own e-commerce stock for 2021?
The only way for shareholders of Dutch online food delivery company Just East Takeaway.com is up.
Blogs to watch (part 15): Behind the Balance Sheet
How do you pick winning stocks? Check out high-quality resource “Behind the Balance Sheet” by British finance expert Steve Clapham.
FEMSA: the next e-commerce and fintech giant to emerge from Latin America?
Since I reported about MercadoLibre two years ago, its stock is up 400%. Does a similar development beckon at Mexico’s FEMSA?
The art and science of reading “Signals”
To predict markets, you need to know what’s happening in the world. I don’t review books often, but “Signals” is too good not to feature.
