Weekly dispatches
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
How I work (part 2): The 10 worst mistakes of my investing career
The value of going against groupthink
Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq
Ferrari – the company, the stock, and my car
11 highlights from our dinner with Kuppy
Sark – bidding for the Barclay estate and going public
USA – the unstoppable juggernaut?
Hungary investor trip – what we learned
"The art of execution": how to manage your own portfolio
Butterfield – a “Plan B” bank option that you can invest in
High-net-worth individuals are looking to diversify their wealth. Butterfield is an interesting option – for both banking and investing.
How to benefit from PayPal’s censorship policy
The market punished PayPal for its recent user policy “error”. Will we see new competitors emerge as a result? Is there a clever way for private investors to benefit?
European bank stocks – a surprise winner of higher interest rates
Large-cap European bank stocks have been out of favour for 14 years. Is now the time to take a closer look again?
A new oil boom in the Falkland Islands
Britain’s path to energy independence sparks new interest in its Overseas Territory, the Falkland Islands. Here is a fresh look at a subject that I already uncovered in 2004.
The pound sterling crash – which British stocks are now a screaming buy?
With the pound at a record low to the dollar, some British companies are now a bigger bargain than ever. What private investors need to know.
Bank of Cyprus – imminent bidding battle?
Bank of Cyprus is the country’s leading bank and listed in London. It recently attracted interest by private equity, and a bid could yield a 49% profit before year-end.
Bains Mer Monaco – a surprise coup for Monaco’s casino company
The share price of the Société des Bains de Mer has rallied to a new record, puzzling many observers. Here is why SBM stock has even further to run.
A new conversion option for (large) holders of Russian ADRs and GDRs
For owners of Russian ADRs and GDRs worth at least EUR 50,000, this Swiss route could come in handy. Time is of the essence, though.
45% bid premium for this British value stock?
With a sustainable 10% p.a. stock yield, British insurance company and asset manager M&G plc might become the target of a lucrative bid.
The Cuba files – court documents for distressed debt investors
Investing in ancient Cuban debt is one of the investment world’s great adventures, and 10 Undervalued-Shares.com readers can become a part of it.
Venezuela – a multi-bagger recovery play?
Venezuela has more oil than Saudi Arabia, but suffered the worst economic collapse in modern history. Can private investors benefit from its recovery?
Blogs to watch (part 30): The Flying Frisby
Dominic Frisby’s “The Flying Frisby” – the 30th and final part of “Blogs to watch” – offers investment ideas and more.