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
Looking forward to your pension? Time to wake up to the truth
With a $400 trillion pension funding shortfall looming, what should you brace yourself for – and how can you escape as much as possible?
Xmas in Argentina, and a worthy target for a break-up
How did Argentinean farmland holding CRESUD manage to produce zero return for investors despite spiraling farmland values?
The Aston Martin IPO – how 007 glamour blinded gullible investors
What went wrong, and why the lessons learned matter to anyone who has ever considered subscribing to an IPO placement of a reputable company.
Significantly undervalued? The Eurotunnel – and what its share price says about Brexit
A growing income stream and prospective dividend payments make the Eurotunnel share an interesting bet to safely stash money away.
When the Mighty fall – and how not to fall with them
A case-study of General Electric and how to buy at the top and be forever stuck in a downwards spiral. Will the same hold true for the FAANGs?
Why US banks are safer than their European counterparts
The US had spectacular bank blow-ups, and led the world into the biggest banking crisis of living memory. Still, it has major advantages over Europe.
