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
Virgin Galactic stock price goes hypersonic – 6 valuable lessons learned
My October 2019 article about Virgin Galactic went viral at the time. The BBC quoted it, as did the Washington Post. Since then, the share gained 311%. What can we learn from it?
Blogs to watch (part 5): Klement on Investing
As good as the Financial Times, but for free. The London-based blogger Joachim Klement has some top-notch content for you.
How to make a fortune off defaulted debt
An amazing history of defaulted German bonds from 1930, czarist Russian bonds from 1917, and the upcoming opportunity with Cuban bonds from the 1930s and 1950s.
The (not so) secret Channel Islands stock exchange
The Channel Islands have become a thriving economy that few people have on their radar, and there are several ways investors can benefit from it – including the local stock exchange.
Finding opportunities (and adventure) among unlisted companies
Unlisted companies often offer the best-ever investment opportunities – provided you know how and where to find them!
Is British Airways a 15% p.a. compounder for the 2020s?
You’ll be surprised to read about British Airways (BA) on my blog. All the more, since this company is not itself listed on the stock market. You need to buy into Madrid-listed International Airlines Group (IAG, ISIN ES0177542018), a holding company that owns 100% of British Airways.
