NYSE-listed AutoZone delivered 4,200% over 20 years by consistently buying back stock. Does the UK offer similar buyback champions of the future?
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
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.
UK real estate stocks – so ‘dead’ it’s time to invest?
UK real estate stocks are trading at historically low multiples. Will they ever shake off the current doom and gloom?
Dubai real estate had a great run – where next?
Emaar Properties’ stock has already multiplied several times. What potential remains, and which other contrarian investments merit attention?
Lower Manhattan as a product – is it working yet?
Seaport Entertainment Group is a NYSE-listed play on the revival of New York’s southern tip. I visited the neighbourhood to evaluate the opportunity.
Dominic Frisby on how to exploit gold
Gold stocks remain undervalued, with considerable upside potential. I picked the brain of Dominic Frisby, who has just released a new book on gold, to get his take.
Texas – a “country” to invest in?
Texas is becoming a serious competitor to New York and California – here is why investors should take notice.