Videos with Bloggers and Vloggers

I regularly collaborate with other bloggers and vloggers to create videos. Some of them deal with my articles and research reports, others with entirely different subjects. It's also worth checking out my collaborators' websites.

Cody Shirk - Investing and Geopolitics

Cody Shirk & Swen Lorenz Discuss World's Fastest Growing Economy, Florida Changes, and Future Events

22 November 2024

Reporting from West Palm Beach, Florida, American entrepreneur, investor, and writer Cody Shirk and I explore the Guyana investment opportunity. Besides oil and gas stocks, what else is on offer in the world's fastest growing economy?

We also take a look behind the scenes of the Undervalued-Shares.com events offering, including the upcoming Weird Shit Investing conference in 2025.

This video is available on Cody's YouTube channel: https://www.youtube.com/watch?v=VBP3LvFgsmo

Anton Gneupel – D wie Dividende

Unknown dividend pearls with up to 15% returns (in German)

21 November 2024

Austrian bank Raiffeisen Bank International is one of the leading banks in Central and Eastern Europe. It also runs a highly profitable operation in Russia, where it has accumulated reserves in the millions.

How might the stock be affected by the situation with Russia going forward, and what's in it for investors?

This talk with Anton Gneupel of D wie Dividende and fellow investor Norbert Schmidt explores the different scenarios.

This video is available on D wie Dividende's YouTube channel: https://www.youtube.com/watch?v=HT6TfC_U-Ag

Anton Gneupel – D wie Dividende

Unknown dividend pearls with up to 16% returns (in German)

20 September 2024

Helios Underwriting is an insurance play unlike any other, rolling up a little-understood legacy sector nestled within Lloyd's of London's insurance market.

With an exceptionally high dividend and growth potential, what are the risks and opportunities of this investment?

This talk with Anton Gneupel of D wie Dividende and fellow investor Norbert Schmidt gives an insight into two catalysts, and why now is a good time to take a closer look.

This video is available on D wie Dividende's YouTube channel: https://www.youtube.com/watch?v=1wfeS99e-JM

Praetorian Capital

The 0.1% Refugee Crisis – Replay

30 August 2024

The new mega trend of the 0.1% refugee crisis – what are the causes of high-net-worth migration, and which sectors and jurisdictions are going to benefit?

Join me and one of the world's best inflection point investors, Harris "Kuppy" Kupperman, as we explore investible ideas to play this theme. A two-hour sweeping discussion and Q&A!

This video is available on Praetorian Capital's website.

Total Return Finanzen

The best unknown stocks: why you should buy these 3! (in German)

22 August 2024

A deep-dive into three exciting investment opportunities outside the mainstream: oil in Kurdistan, Russian shares, and oil in the Falkland Islands.

What are the opportunities and risks of these investments, and how can you spot and take advantage of such rare cases?

Moritz Hessel of Total Return Finanzen and I take a closer look.

This video is available on Total Return Finanzen's YouTube channel: https://www.youtube.com/watch?v=rTN4zEeaDo4

Total Return Finanzen

3 top stocks: why these shares could rise by 300-500%! (in German)

15 August 2024

What are the most promising investment opportunities that investors should be looking at right now?

Moritz Hessel of Total Return Finanzen and I set out to explore. What sets these stocks apart from others, and what's their long-term potential? And more broadly, how can you profit from asynchronous opportunities and make the most of your investment portfolio?

This video is available on Total Return Finanzen's YouTube channel: https://www.youtube.com/watch?v=pk3rGfPL9dA

MarketReader

A Bloomberg-quality tool to understand why markets are moving

12 April 2024

How can MarketReader help investors small and large, and where is the investment world going in terms of utilising AI?

Find out in this 26-minute interview with MarketReader founder Jens Nordvig.

This video is available on YouTube: https://www.youtube.com/watch?v=Ds1bZjKWgRI

Timo Baudzus

These 5 stocks are far too cheap // Top analyst Swen Lorenz (in German)

19 November 2023

What are the five stocks that investors should have on their radar right now?

Fellow investor Timo Baudzus and I take a closer look. We also explore my very own investment strategy – how do I come up with new ideas, and what's my approach to analysing stocks?

This video is available on Timo's YouTube channel: https://www.youtube.com/watch?v=TBVjFlE2b3k

The Wandering Investor

Investing in the stock market in Hungary – good value or value trap?

20 October 2023

Why should you consider investing in the Hungarian stock market? What are some potential catalysts for a re-rating of Hungarian stocks? Which companies are worth a closer look?

Ladislas Maurice of The Wandering Investor and I reflect on two insightful days spent in Budapest, as part of the Undervalued-Shares.com Hungary investor trip 2023.

This video is available on The Wandering Investor's YouTube channel: https://www.youtube.com/watch?v=8mkahEtr8xo

My Worst Investment Ever

Swen Lorenz - Carefully Consider Liquidity in Your Portfolio

5 October 2023

What's the ONE investment I'd probably never do again?

Andrew Stotz of My Worst Investment Ever and I look back at my involvement with a German fund manager. What exactly happened, what went wrong, and – most importantly – what are the key takeaways from this experience?

This podcast is available on the My Worst Investment Ever website.

Jens Rabe

Trend reversal in British stocks?! Interview with Swen Lorenz (in German)

26 September 2023

Oil and gas are likely to dominate the world’s energy industry for decades, and green energy efforts seem to be backtracking.

Is the UK government's latest "net zero" U-turn setting a new trend? What differentiates oil and gas companies in the US from their European counterparts? Which British oil and gas stock offers the biggest potential for investors right now?

Jens Rabe and I take a closer look.

This video is available on Jens' YouTube channel: https://www.youtube.com/watch?v=49HRBAx5iDc

Der Aktionär TV

Takeover fever in the UK - chances of high takeover premiums for investors (in German)

9 August 2023

Recent years have seen a continuing wave of takeover bids in the UK. One reason is that foreign companies sometimes have a low valuation.

This interview with Der Aktionär TV explains further reasons for the ongoing wave of takeover bids and presents three companies that have already come or will still come into the focus of foreign investors.

This video is available on Der Aktionär TV's YouTube channel: https://www.youtube.com/watch?v=EOAydCOCKw8

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Swen Lorenz in conversation: the latest update on Russian ADRs/GDRs | SdK Talk (in German)

22 June 2023

Owners of Russian ADRs and GDRs still face major problems withdrawing their capital from Russia. Aside from many complications and an overall lack of transparency, there is a glimmer of hope, though.

What's the current outlook for these investors, as well as for major companies with assets in Russia?

Dr. Marc Liebscher of SdK Schutzgemeinschaft der Kapitalanleger e.V. and I explain.

This video is available on SdK's YouTube channel: https://www.youtube.com/watch?v=ao5FvtLodAE

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Swatch Group: extremely cheap watch stock with break-up scenario! | SdK Talk (in German)

28 February 2023

Swiss watchmaker Swatch Group owns some of the most well-known watch brands in the world, such as Omega, Tissot and Swatch. Its share price, however, has been in decline for the past decade.

What are the prospects for Swatch Group?

Join me and Paul Petzelberger of SdK Schutzgemeinschaft der Kapitalanleger e.V. for a timely discussion (pun intended!).

This video is available on SdK's YouTube channel: https://www.youtube.com/watch?v=Wl313FO4yVY

Frontier Markets Podcast

Swen Lorenz - The History and Future of Frontier Markets Investing

26 January 2023

What makes frontier markets investing so unique?

Krishaan Khubchand of the Frontier Markets Podcast and I take a closer look. What we can learn from case studies and pioneering individuals who have shaped various developing markets over previous decades? What are the themes to track going forward?

This podcast is available on the Frontier Markets Podcast website and on Spotify.

SdK Schutzgemeinschaft der Kapitalanleger e.V.

The big Porsche IPO update | SdK Talk (in German)

22 September 2022

Based on its valuation, the Porsche IPO is the biggest going-public ever in Germany.

Learn all about the latest estimates and further details about this exciting event from Reinhard Martius and Paul Petzelberger of SdK Schutzgemeinschaft der Kapitalanleger e.V. in this 11-minute webinar.

This video is available on SdK's YouTube channel: https://www.youtube.com/watch?v=o3TXFyCD61s

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Porsche IPO deep-dive: which stock should you own now? | SdK Talk (in German)

10 September 2022

The upcoming Porsche IPO is the largest German IPO of all time. At the same time, it's relatively complex.

What are the opportunities and risks – also for Volkswagen AG and Porsche Automobil Holding SE – and possible investment strategies?

This hour-long webinar with Reinhard Martius and Paul Petzelberger of SdK Schutzgemeinschaft der Kapitalanleger e.V. looks into the finer details.

This video is available on SdK's YouTube channel: https://www.youtube.com/watch?v=eGEFvrTFNGo

Erichsen Geld & Gold

Insider tip in 3 steps! – with investor and author Swen Lorenz (in German)

6 September 2022

Lars Erichsen of Erichsen Geld & Gold and I take a closer look at my investing career.

Why am I so passionate about investing? Is it still possible to spot insider finds on stock markets? What made me leave my fatherland many years ago?

This podcast is available on Spotify.

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Russian shares: solution for Russian ADRs/GDRs finally in sight! (in German)

14 July 2022

Many investors holding Russian ADRs and GDRs, like those from Gazprom or Lukoil, have been facing potential total losses for months now.

Following the suspension of trading of Russian-derived securities on European stock exchanges, there finally seems to be some progress going on behind the scenes.

Dr. Marc Liebscher of SdK Schutzgemeinschaft der Kapitalanleger e.V. and I provide an update on these latest developments, and some good news for investors.

This video is available on SdK's YouTube channel: https://www.youtube.com/watch?v=CO-8uOI5eFA

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Russian ADRs/GDRs and shares: solution for Gazprom soon? (in German)

25 May 2022

Russian ADRs and GDRs, like those from Gazprom or Lukoil, can currently not be traded as a result, leaving many investors afraid of losing their investments.

How can this issue be solved, and what can investors expect to happen in the next few weeks?

Dr. Marc Liebscher of SdK Schutzgemeinschaft der Kapitalanleger e.V. and I set out to explore.

This video is available on SdK's YouTube channel: https://www.youtube.com/watch?v=aB6VgrE9ZWY

Fokusinvestor

Solution in sight to the ADR problem (in German)

25 May 2022

The Russia-Ukraine war continues to pose significant challenges for investors, but there might be some light at the end of the tunnel.

What's the macroeconomic outlook for Russia, and what are the perspectives for holders of Russian ADRs such as Gazprom? What other macrotrends should investors be looking at more closely?

Join me and Stephan Wolf of Fokusinvestor for a discussion that couldn't be more timely!

This video is available on Fokusinvestor's YouTube channel: https://www.youtube.com/watch?v=VeeUrqqzbM0

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Twitter share: all about the takeover and competition with Trump's SPAC (in German)

30 April 2022

Yet Another Value Blog

Swen Lorenz from Undervalued-Shares on $IWG

4 April 2022

Flexible working has taken the imagination of the wider public, and flexible office space providers are having their moment of glory.

In my 48-minute chat with Andrew Walker of Yet Another Value Blog, we take an in-depth look at the industry's global market leader, IWG. What differentiates IWG from its competitors, how comes the company's scale is underrated, and what makes its burgeoning franchise model such a catalyst for the stock to gain in value?

There's a podcast for those who prefer to just listen in, and a video if you'd like to see us in person!

Expat Money Show

War in Ukraine and the economic ramifications

16 March 2022

The Russia-Ukraine war poses significant challenges for investors across the world. What are the key issues that you need to be aware of? How can you protect your portfolio (or what's left of it)?

In my hour-long chat with Mikkel Thorup (Expat Money Show), we consider the top investment strategies for the coming year, and spill the beans on our favourite stock picks.

There's a podcast for those who prefer to just listen in, and a video if you'd like to see us in person!

Investor Stories

Property in Macau and stocks from South America (in German)

9 March 2022

Tim Senger of Investor Stories quizzed me about my investing career. How did I get started, what are my major lessons learned, how do I discover undervalued investment opportunities from around the world, and what made me move to the tiny island of Sark?

This podcast is available on Investor Stories' website.

Jens Rabe

Stock market latest: all questions answered - this is how the pros act! (in German)

1 March 2022

Should you invest in the Russian stock market while the country is at war with Ukraine? What are the current pros and cons of Russian investments?

Jens Rabe invited me for a quick commentary on the current state of affairs, and particularly my view on Gazprom. What’s the impact on the Russian energy giant, and what are the potential risks for shareholders?

This video is available on Jens' YouTube channel: https://www.youtube.com/watch?v=FXR5hCBGNI4

Jens Rabe

Dangerous chance: Will Trump blow up the stock market in 2022? (in German)

15 February 2022

A new social media empire is about to hit the stage this year. Which role does former US president Donald Trump play in all this? What are the risks of this new venture, and where do the opportunities lie for investors?

In my 42-minute chat with Jens Rabe, we investigate the potential of Digital World Acquisition Corporation, a polarising but fascinating company to watch.

This video is available on Jens' YouTube channel: https://www.youtube.com/watch?v=BsV3-Ae0cqg

Expat Money Show

Sark - the world’s most libertarian place to live in?

28 December 2021

Sark is the smallest independent state in the British Commonwealth, and the place I call home.

What makes the island so attractive to entrepreneurs? What’s life like as an expat on Sark - an island that doesn’t even have paved roads or streetlights?

Join my chat with Mikkel Thorup (Expat Money Show) for everything there is to know about this little-known place.

This video is available on the Expat Money Show's YouTube channel: https://www.youtube.com/watch?v=wIsjM0Xb-sA

Expat Money Show

Investing in undervalued African stocks

21 December 2021

A growing middle class, favourable demographics and affordable technologies are changing the entire economies of Africa.

How can investors profit from the continent's fast-growing digitisation? Is there a particular opportunity that you should look at? (Spoiler alert: yes, there is!) Which countries in Africa are worth a closer look - and which countries should you stay clear of?

Mikkel Thorup (Expat Money Show) and I set out to investigate.

This video is available on the Expat Money Show's YouTube channel: https://www.youtube.com/watch?v=dvRj9wmwpzU

Expat Money Show

How (and why) you should exploit European equity markets

9 December 2021

“Boring” probably springs to mind when you think of European stock markets. But are they really?

There are many aspects that make the European market so unique for investors. Join me and Mikkel Thorup (Expat Money Show) as we embark on a virtual tour around Europe, touching on opportunities in countries such as Germany, France and Switzerland.

This video is available on the Expat Money Show's YouTube channel: https://www.youtube.com/watch?v=5Z_bQENR_CY

Expat Money Show

How to get access to all capital markets in the world at once

4 December 2021

There's more to investing than what the New York Stock Exchange or Nasdaq have to offer. There are 100,000 (!) publicly-listed companies around the world, so why limit yourself to your home market?

Tapping into international investment opportunities is easy, too! Join my chat with Mikkel Thorup (Expat Money Show) for two very simple solutions to help you get access to all the world’s capital markets at once.

This video is available on the Expat Money Show's YouTube channel: https://www.youtube.com/watch?v=-0cpvRMP_As

Expat Money Show

Crisis investing, food shortages & Argentina

28 November 2021

What's the appeal of crisis investing? What about the moral aspect, and what else should you be aware of? What makes Argentina a particularly interesting destination for crisis investors, and why should you look at companies such as CRESUD or Pampa Energía?

I sat down with my good friend and fellow contrarian investor Mikkel Thorup (Expat Money Show) in Panama to discuss.

This video is available on the Expat Money Show's YouTube channel: https://www.youtube.com/watch?v=k8Ww6XvGr-U

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Novavax: best vaccine and dirt-cheap stock? (in German)

24 November 2021

Philipp Haas - investresearch

Gazprom: Profiting from Nordstream 2 and rising gas prices (in German)

30 October 2021

Expat Money Show

Investing in Russia for massive profits

20 October 2021

Russia's stock market offers some of the highest dividend yields in the world. Which stocks are worth a closer look? What other extraordinary opportunities exist in countries that you never would have considered?

In my hour-long chat with fellow contrarian investor Mikkel Thorup (Expat Money Show), we look at the importance of investing overseas - and why being called a "weirdo" is actually not too bad after all.

There’s a podcast for those who prefer to just listen in, and a video if you'd like to see us in person!

SdK Schutzgemeinschaft der Kapitalanleger e.V.

Bayer: A unique opportunity? (in German)

4 October 2021

Will German life science company Bayer AG manage to stage a turnaround? What are the potential triggers for a rise in Bayer's share price? What are the risks for shareholders?

Paul Petzelberger of SdK Schutzgemeinschaft der Kapitalanleger e.V. and I set out to explore.

This video is available on SdK's YouTube channel: https://www.youtube.com/watch?v=f1XnNHpoJCg

Jens Rabe

BAYER: Comeback or further downfall? (in German)

23 September 2021

What's in store for Bayer AG, the German blue chip? Can it become a highly-valued growth stock again?

In my 36-minute chat with Jens Rabe, we take stock of the impact of Bayer's Roundup disaster, and consider the way forward. What are the promising growth areas, and how can they help the company stage a turnaround - similar to Volkswagen?

This video is available on Jens' YouTube channel: https://www.youtube.com/watch?v=aDIrOL0IBf4

The Wandering Investor

The case for investing in Russian stocks

28 July 2021

Why should you consider investing in Russia of all places? The country's stock market offers some of the highest dividend yields in the world!

I've long been a fan of Gazprom, so this 45-minute talk with Ladislas Maurice (The Wandering Investor) and fellow blogger Lyall Taylor (LT3000) was right up my street.

This video is available on The Wandering Investor's YouTube channel: https://www.youtube.com/watch?v=SU-AlpoldG0

Jens Rabe

The future of coworking: should you invest? (in German)

29 June 2021

Coworking is here to stay, and the growth prospects for flexible office space providers are accelerating.

In my 37-minute chat with Jens Rabe, we investigate the industry’s global market leader, IWG. What differentiates IWG from its competitors, which factors make it an undervalued share, and why hasn’t the market recognised its potential for shareholders?

This video is available on Jens' YouTube channel: https://www.youtube.com/watch?v=iTPBgzrIvkI

Jens Rabe

Blogs: the perfect information source? (in German)

22 June 2021

Blogs offer a wealth of quality information for investors - and most of it entirely for free! What makes investment blogs so unique, what's the rationale behind them, and how can you spot the best ones?

Jens Rabe and I take a closer look at some of our favourites, handpicked from my latest eBook "The world's best investing blogs".

This video is available on Jens' YouTube channel: https://www.youtube.com/watch?v=Bdr7YoEPNzk

Philipp Haas - investresearch

CRESUD: A chance for Argentina? (in German)

11 May 2021

Argentina is one of the world's most out-of-favour stock markets. However, with global food prices surging, there is a good chance for the tide to turn. What's the best way to play this theme?

In my 24-minute chat with Philipp Haas, founder of investresearch, we take a closer look at CRESUD, the Argentinean farmland and real estate holding. A crisis investing opportunity par excellence!

This video is available on Philipp's YouTube channel: https://www.youtube.com/watch?v=oM2kHQ_tEMU

Dividenden Hai

Investing in Poland (in German)

2 March 2021

Poland’s economy has seen consistent growth for years, yet it’s hardly on anyone’s radar. The Warsaw Stock Exchange, too, is part of the Polish growth story, but equally overlooked.

This podcast with Jan Birkner of Dividenden Hai explores the past, present and future of the Warsaw Stock Exchange, and highlights three additional Polish stocks worth keeping an eye on.

This podcast is available on Dividenden Hai's Anchor channel.

Philipp Haas - investresearch

New potential for Twitter? (in German)

4 February 2021

Twitter is one of the lowest-valued stocks among major social media and online advertising companies. Could the company's lull be about to end? There is plenty going on behind the scenes, as outlined in my Twitter research report from November 2020.

In my 15-minute chat with Philipp Haas, founder of investresearch, we take a closer look at the social network and some indicators that it could once again become a high-growth story.

This video is available on Philipp's YouTube channel: www.youtube.com/watch?v=PHC3nOEUfJI

Philipp Haas - investresearch

Interview with Swen Lorenz (in German)

29 January 2021

I am delighted to kick off a series of chats with Philipp Haas, founder of investresearch (and one of my paying Members, actually!). In our first video, Philipp and I give some insights into our investment background. Future videos about specific investment ideas and themes will follow!

This video is available on Philipp's YouTube channel: www.youtube.com/watch?v=1zpy6gfIaoo

His German-language website is also worth checking out: www.investresearch.net

Jens Rabe

News from London: Brexit / New share ideas / Developments (in German)

7 January 2021

Reporting from London, Jens Rabe and I explore how the current hard lockdown affects the city, and how Brexit might benefit those willing to buy into the British stock market.

We also take a closer look at two of my most recent investment ideas, Just Eat Takeaway.com and Twitter.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=q7MtFF0KRZQ

Ash Perera

Is Fiverr the 'Amazon of freelance'?

17 November 2020

Fiverr, the Israeli freelance services marketplace for businesses, has a lot going for it: gross margins of over 80%, achieved profitability before expected, revenue growth of 82%, expanding base of repeat customers and a fantastic management team, to name just a few.

This podcast with Ash Perera takes you on a deep dive into the company, and uncovers how best to find investment ideas in the fast-changing decade that we live in.

This podcast is available on Ash's Spotify channel.

Ash Perera

Fiverr: A deep dive

20 November 2020

Why should you own Fiverr for the entire 2020s?

In my 23-minute chat with Ash Perera, we take a deep look at the Israeli freelance services marketplace for businesses. What are the company's fundamentals and growth drivers, and how does it benefit from the change and opportunity that this decade presents?

This video is available on Ash's YouTube channel: www.youtube.com/watch?v=R8ZYVTyywdE

valueDACH

Where do you currently find value, Swen Lorenz? A talk on long-term opportunities

24 June 2020

Tilman Versch of valueDACH interviewed me about SNP, Fiverr, how I generate new investment ideas, what life is like on the island of Sark, and how to balance value vs. growth.

This video is available on Tilman's YouTube channel: www.youtube.com/watch?v=_TxExK-yNds

Jens Rabe

Investment ideas outside of the mainstream (in German)

1 January 2020

What sectors, companies and themes do you need to look at in 2020? Jens Rabe and I talk about a wide range of ideas that are currently not on investors' radar, but which could rise to prominence over the next 12 months (and beyond).

Much of what we discussed in this video is already earmarked to form the basis for upcoming issues of the Weekly Dispatches and a range of new in-depth reports for Members.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=7W2Aqf6_v1U

Jens Rabe

Why invest into this one particular airline? (in German)

26 December 2019

Few sectors have as bad a reputation among investors than commercial airlines. Maybe that's exactly why they are now worth investing in? Warren Buffett has plonked down USD 10bn to buy airline stocks, and a secretive Californian fund has invested an even larger amount.

In my half-hour chat with Jens Rabe, we explore some of the lesser-known factors driving airline stocks.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=gGrlnwcxDk0

Jens Rabe

Gazprom in 2020 – how high can it go? (in German)

22 December 2019

In spring 2019, Jens Rabe and I had discussed Gazprom. It has come a long way since. In this video, we take a look at what may lie ahead in 2020.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=8WRniARDhyE

Jens Rabe

What books to read for inspiration and education? (in German)

22 September 2019

German investment blogger Jens Rabe and I are discussing 10 books that I have come to love and appreciate. They cover a range of different areas and subjects, and the video should have something for everyone.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=_Hmcynjs4Po

Jens Rabe

In-depth discussion on analysing shares, based on the example of Gazprom (in German)

15 June 2019

How to be ahead of the crowd? That's the key question I discussed with Jens Rabe during a half-hour conversation, and centred around the example of Gazprom. This was the most fun (and most popular) talk I have done with Jens so far. If you speak German, this video is highly recommended!

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=TzSqZpDHg4E

Jens Rabe

We are looking at a European takeover target (in German)

8 June 2019

Most of the time, I analyse stocks that are great long-term investments. However, sometimes I do feature investments that have a shorter timeframe. In my latest interview with Jens Rabe in Germany, we talk about a technology company that could make us 60% in 6-18 months. As usual, we cover a lot of ground and also discuss investment analysis and investment strategies.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=VuTTKeExJNc 

Sven Carlin

Deep-dive into Gazprom

28 May 2019

My Amsterdam-based colleague Sven Carlin has long shared my interest in Gazprom. We sat down for a 40-minute chat about some of the lesser-known aspects of the company, and why they could soon drive the share price yet higher. This video provides a taster of the two in-depth Gazprom reports that I have published in my Members' section.

This video is available on Sven's YouTube channel: www.youtube.com/watch?v=gzTtswcFSzE

Jens Rabe

Meet-up in Monte-Carlo to discuss SBM shares (in German)

25 May 2019

My German investment buddy Jens Rabe happened to be in Monaco at the same time that I was carrying out research there. We sat down in a street-side cafe to talk about the Société des Bains de Mer ("SBM"), the legendary Paris-listed company that owns vast amounts of real estate and trophy businesses in the Principality. You, too, could own a piece of Monaco real estate through SBM!

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=w8v63kMsv5U

Sven Carlin

Discussing our current European takeover target

29 April 2019

Sven Carlin used to teach finance at university, but nowadays spends 100% of his time on his fast-growing, popular YouTube investment channel. He is a value investing expert who has both a PhD and a published book to his name. In this video, Amsterdam-based Sven and I discuss an opportunity in the European takeover arena. Is it "The Best Trade of 2019"? You be the judge!

This video is available on Sven's YouTube channel: www.youtube.com/watch?v=6TF-aPRIOZA

Jens Rabe

Talk show with Swen Lorenz (in German)

25 April 2019

German options strategist Jens Rabe shares my philosophy of seeking out companies that are undervalued, and where a catalyst of some kind is likely going to lead to a higher valuation. I sat down with him to talk through the investment case of Porsche SE / Volkswagen. Jens' studio is a short distance from a Volkswagen plant, so I faced some well-informed, critical questions!

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=vbVzOAf_l0k

For anyone interested in options strategies, Jens' German-language website is: www.optionsstrategien.com

Jens Rabe

Talk show with Swen Lorenz (in German)

20 April 2019

Jens Rabe is Germany’s leading expert for option strategies, and he is an old friend who has a similar approach to investing. To kick off a regular series of talk shows, we sat together in his office for this 45-minute background chat.

This video is available on Jens' YouTube channel: www.youtube.com/watch?v=ECzWhwfgK0c

Jens' German-language website for anyone interested in options trading: www.optionsstrategien.com