Down 70% from its 2021 high, the stock of fintech company Block could soon start to recover.
Weekly dispatches
Big Technologies – betting on illegal immigration
Will Big Technologies follow defence stocks as another non-consensus investment about to boom?
SJM – time to dip into Macau?
SJM Holdings was ground to a pulp by Macau’s ten-year bear market. Can it ever return to its former glory?
AppFolio – the future Microsoft for property managers?
AppFolio aims to be the operating system for property managers. Another “capital light” way to get exposure to real estate?
Weird Shit Investing – inaugural conference and manual
A new bi-continental event for the misfits and iconoclasts of the investment industry. Plus a free manual with fresh investment ideas.
Tadawul – the booming Saudi Arabian stock exchange
Saudi Arabia has been largely off-limits to foreign investors, but that is changing rapidly. Its stock exchange, Tadawul, stands to benefit.
IWG and WeWork – a match made in heaven?
Will IWG attempt to buy WeWork’s brand and become a more technology-centric, US-listed company?
Will Zambeef Products soon wake up from its eight-year slumber?
Agriculture in Africa has tremendous growth potential, but it’s difficult to access for private investors. Is London-listed Zambeef Products a good way in?
Hilton Worldwide – will ‘Spark’ spark the share in 2024?
Hilton is the world’s best-known hotel chain. After a 330% return to shareholders over the past decade, is the stock facing another long bull run?
Publicly listed central banks: viable investments?
The central banks of Switzerland, South Africa, Japan, Greece, and Belgium are listed on a stock market. Quirky oddities, or worth a closer look?
From the bridge – year-end message
If you are interested in the inner workings of Undervalued-Shares.com and my plans for next year, then read on.
Ideas for British stocks in 2024
2024 is bound to see more bids for British companies, sometimes at staggering premia.