The venerable Belgian company seems to be heading towards liquidation. It makes for a perfect example to learn about the rise of activist investing on the Old Continent.
Agfa-Gevaert and activist investing in Europe – a case study
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Weekly dispatches
Year: 2020
Eurotunnel: is its life as an independent company coming to an end?
The stock price of Getlink SA, the company behind the Eurotunnel, has collapsed due to the coronavirus crisis. Is now the time to load up?
Oversupply of Wimbledon Debentures – your opportunity to invest?
Yes, you can invest in the Wimbledon tennis courts. The organiser of the world-famous tournament has issued a little-known, quirky security that trades through a London brokerage firm.
Is this stock like Amazon in 1997?
If my instinct is right, this online company is a ground floor opportunity similar to investing in Amazon 20 years ago. It is already world-leading in its market. You could even say that it has created its own market by approaching a problem in a different way than everyone else. It could be a category-defining company.
Blogs to watch (part 7): Crossing Wall Street
If you’d like a window into the US market (as well as 25 stock recommendations every year), then Eddy Elfenbein’s “Crossing Wall Street” blog is for you.
Post-corona: a golden age of informed risk management?
Risk management used to be a boring subject, but the coronavirus has changed that. Here are my thoughts on useful lessons for private investors, as well as new opportunities arising out of the crisis.
13 investment trends for a new world
The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.
Gazprom – is it now or never?
Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.
Blogs to watch (part 6): Cody Shirk
Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are seven reasons why I love his writing.
Riches among ruins (part 3): Bougainville Copper, or the treasure island that won’t go away
In 2004, my writing led to a 400% rise in value of an infamous, exotic mining company. This story has followed me ever since. Here is the update many of you had asked about.
Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq
You know an investment thesis is controversial when most publishers refuse to even let you write about it. Not surprisingly for such an ultra-contrarian bet, it was also amazingly lucrative!
Riches among ruins (part 1): adventures in the dark corners of the global economy
One way to multiply your money is to invest in the world’s most washed-up, crisis-ridden countries. Here is the story of one investor who did it – over and over again!
