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
Shorting vaccine stocks – the next chapter?
The stocks of pandemic vaccine makers have been decimated. What’s next for these companies – devastating lawsuits or a surprise recovery?
The New York Times – failing or prevailing?
The media industry remains in turmoil, further fuelled by the recent US election results. How will The New York Times do during this new era?
Falkland Islands – a star is born
The soaring share price of Rockhopper Exploration has put the Falkland Islands back in focus. Is it too late to jump on the bandwagon?
European bank stocks – yet another stellar year ahead?
Once maligned and ignored, European bank stocks have just had another year of strong returns. Which stocks could benefit from the momentum?
5 more British small-cap stocks worth digging into
Valuations of some British stocks are ridiculously low. This could be a generational investment opportunity for small-cap sleuths.
Sark – it’s not a big deal
I had mobilised GBP 30m to buy a portfolio of real estate in Sark, with plans to IPO the company. How did it go, and what may happen next?
