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
Blogs to watch (part 12): Chris Mayer
Chris Mayer is one of the most insightful thinkers of the investment world. His blog is entirely for free!
Investing in song rights – conveniently through the London Stock Exchange
Can music evergreens deliver attractive, uncorrelated returns for your portfolio?
The IWG office opportunity – and the need for non-obvious ideas!
One office property company seems to be figuring out a path to success despite the coronavirus pandemic. There are lessons to be learned for all investors.
Sark – a small island goes viral (and a new 51-minute video)
Three weeks ago, I featured a highly unusual investment opportunity. The story ended up getting featured in media around the world.
Investor trip to Poland – last spaces!
If you ever wanted to learn more about Poland (and not just from an investing angle!), join me in Warsaw and Krakow this September.
Blogs to watch (part 11): Musings on Markets
Musings on Markets is a treasure trove for anyone trying to understand company valuations, corporate finance, and investment philosophy.
