Argentina is making headlines for planning radical reforms, but these are already happening in Nigeria. Will Nigerian equities go from value trap to growth play?
Nigeria – betting on Africa’s Milei?
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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
Blogs to watch (part 20): Yet Another Value Blog
A value investor who is a portfolio manager and loves to write – sounds familiar? Andrew Walker’s blog should resonate with many of my readers.
How to invest in frontier countries (part 3): Iraq
Is now a good time to look at Iraqi stocks? Can ordinary investors participate? I set out to investigate.
How to invest in frontier countries (part 2): Uzbekistan
There is a backdoor route to investing in Uzbekistan’s best growth companies. This investment will sell out soon.
How to invest in frontier countries (part 1): Iran
Iran has one of the world’s cheapest stock markets as well as fast-growing tech companies. For experienced, non-US investors, here are two options how to get in.
Blogs to watch (part 19): 10-K Diver
Keen to learn about finance and investing, but don’t have the time to read books? 10-K Diver will help you learn through truly “bite-sized” lessons.
Do you want to become a fund manager? Vauban might be for you
Setting up a new investment fund might just have become a lot easier. If you want to create or manage your own fund, check out fast-growing British start-up Vauban.
