Will British politics soon debate rejoining the European Union – and would that fuel speculative interest in the UK market?
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
Metals Exploration – when patience and perseverance pay off
Metals Exploration’s share price has gone vertical. What’s the key lesson, and which three stocks might be next?
49 “weird shit” investing ideas
Genuinely original, outside-the-box investment ideas from the tri-continental Weird Shit Investing conference – all wrapped up in a free manual.
How to buy into the world’s cheapest real estate
CEIBA Investments is a deeply undervalued real estate company. I presented its case at the Weird Shit Investing conference in London.
The craziest (unknown) European banking stock
This EUR 8bn company has 200% upside. I presented its case at the Weird Shit Investing conference in Hong Kong.
“Shit” mining companies – the next stellar performers?
Mining companies often land in epic political chaos – and can produce stunning returns if they manage to break free.
Liechtenstein banks as EU crisis winners?
Liechtenstein isn’t just home to elite financial services – you can also own a piece of its banks.