While finding a good investment idea is important, the key to long-term success is what you do after buying a stock.
“The Art of Execution”: how to manage your own portfolio
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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
Investing in Africa (part 3): the rise of African tech companies
Can investors make a fortune off African tech companies? I think they can, and I’ve found a candidate that I’m really excited about!
Investing in Africa (part 2): a fresh look at the continent’s opportunities
Why does Africa offer surprisingly attractive growth prospects? What industries should you focus on? My exploration continues.
Investing in Africa (part 1): researching 8 countries in 11 days
You often find the best investment opportunities where no one else is looking. That’s why Africa offers so many possibilities.
Blogs to watch (part 8): Investor Amnesia
Investor Amnesia has a unique approach: it looks to the history of financial markets to help you make sense of today.
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?
