Match Group, Bumble and Grindr have sharply fallen out of favour. With valuations near historic lows, should investors ‘swipe right’?
Dating stocks – value plays or melting ice cubes?
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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
Eurasia Mining – 1,000% from selling Russian assets?
Dual-listed Eurasia Mining owns mining assets in Russia. If its planned asset sale goes through, investors could reap substantial upside.
Save the date: Litigation investing online event
A full-day online event on 25 February 2026 to explore litigation investing opportunities like Panthera Resources, GreenX, Burford Capital, and Litigation Capital Management.
ZIGUP – acquisition target with 100-200% upside
ZIGUP is a highly profitable yet little-known business listed in London. Here is how it was pitched at today’s Passive Investor Event in Texas.
Zion Oil & Gas: could Israel’s #1 shit co finally take off?
The stocks of mining “shit cos” have been on a tear lately. Could Israel’s Zion Oil & Gas be next to take off?
European telecoms – opportunity hiding in plain sight
The European Commission wants telecoms companies to become more profitable and engage in M&A. Meanwhile, the sector has quietly outperformed.
3 investment ideas from last night’s reader dinner
My network of readers has become an invaluable source of investment ideas. Even if you don’t attend my reader events, you can still benefit from their insights.
