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
Agfa-Gevaert and activist investing in Europe – a case study
The venerable Belgian company seems to be heading towards liquidation. It makes for a perfect example to learn about the rise of activist investing on the Old Continent.
Eurotunnel: is its life as an independent company coming to an end?
The stock price of Getlink SA, the company behind the Eurotunnel, has collapsed due to the coronavirus crisis. Is now the time to load up?
Oversupply of Wimbledon Debentures – your opportunity to invest?
Yes, you can invest in the Wimbledon tennis courts. The organiser of the world-famous tournament has issued a little-known, quirky security that trades through a London brokerage firm.
Is this stock like Amazon in 1997?
If my instinct is right, this online company is a ground floor opportunity similar to investing in Amazon 20 years ago. It is already world-leading in its market. You could even say that it has created its own market by approaching a problem in a different way than everyone else. It could be a category-defining company.
Blogs to watch (part 7): Crossing Wall Street
If you’d like a window into the US market (as well as 25 stock recommendations every year), then Eddy Elfenbein’s “Crossing Wall Street” blog is for you.
Post-corona: a golden age of informed risk management?
Risk management used to be a boring subject, but the coronavirus has changed that. Here are my thoughts on useful lessons for private investors, as well as new opportunities arising out of the crisis.
