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
Roman Fuzaylov on opportunities in the wake of the Ukraine crisis
Roman Fuzaylov, fund manager at Prince Street Capital Management, sold all his Russian stocks on time. I picked his brain about his view of the world and investment ideas.
Ukraine crisis – where do we go from here?
The world as it existed just three weeks ago is not coming back. What are the investment implications, and what ideas is Undervalued-Shares.com working on?
Takeover mania continues in Brexit Britain
John Menzies PLC just received a lucrative bid. Other British firms are in the crosshairs. Where will cash-rich bidders strike next?
Petrobras: the undervalued Brazilian oil giant that has further to run
Petrobras remains one of the world’s most undervalued major oil companies. This week’s events should drive its stock price yet higher.
Subscription businesses (part 3): everything you need to know about investment newsletters
How to make the most of investment newsletters, or create your own as a lucrative subscription business!
Blogs to watch (part 25): Stock Spin-off Investing
Stock Spin-off Investing not only offers high-quality investing research, but it’s also a model case for successful blogger entrepreneurship.
Subscription businesses (part 2): FranklinCovey – an undervalued gem?
Following its switch to a subscription-based operating model, FranklinCovey has a huge growth runway in corporate training. Its stock also has further to run.
Subscription businesses (part 1): the tech sector’s highest-quality bargains?
Some tech stocks have already reached bargain territory. Here’s why you should focus on subscription businesses (I know I will).
Time to “short” coronavirus vaccines?
Once a “conspiracy theory”, the Wuhan lab theory has become “the most likely origin”. Are we going to see a similar 180-degree turn on vaccines?
Coal: the outcast about to make a comeback?
Coal mines offer up to 40% annual return. This is not the only reason why this an industry worth investigating.
Hydrogen: why investors should pay attention
Hydrogen is a powerful form of energy, but it’s often overshadowed by solar and wind. Could hydrogen stocks become a surprise growth investment?
Petrobras: time to love oil stocks again
In December 2018, I featured Gazprom as the world’s best dividend play. Introducing today: Brazil’s Petrobras, its legitimate successor.
