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
Yoma Strategic – betting on peace in Myanmar
Myanmar’s civil war seems to be taking a turn. Singapore-listed Yoma Strategic offers exposure to this crisis investing situation.
NUAM – the catalyst-rich “secret” new stock exchange
Merging the stock exchanges of Chile, Colombia and Peru has created an interesting, little-noticed new stock, Holding Bursátil Regional (“NUAM”).
The Gym Group – 3x upside with this undervalued British small-cap
The pandemic nearly broke the neck of most gym companies. The Gym Group could finally stage a recovery.
Hong Kong investor trip – what we learned
Two days of nonstop fact-finding in Hong Kong. Here is what you’ve missed.
Hingham Institution for Savings or how to analyse stocks
The stock of regional US bank Hingham Institution for Savings became a 100-bagger. Now down 50% from its high, is it once again a buy?
Olive oil – how to invest in ‘liquid gold’
The price of olive oil has gone up by a multiple since 2020. How can private investors tap into this market?
