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
Blogs to watch (part 27): Young Money Blog
How can you prepare your children for managing wealth? Iona Bain and her Young Money Blog have the answer.
Peak problem – is the worst over yet?
Risk of nuclear war, record inflation levels, and potential energy shortages. Are we at the point of maximum market pessimism?
Ukrainian agriculture stocks – land for 15 dollars an acre?
There are six Ukrainian agriculture companies that you can buy shares of, even now. Are they the ultimate crisis bargain?
Bougainville Copper: it’s looking serious this time
After many false starts, the eventual reopening of the giant Panguna copper mine in Bougainville could finally be getting closer.
Blogs to watch (part 26): QTR’s Fringe Finance
“Quoth the Raven” is one of the world’s most successful investment blogs, and deservedly so. I read every single article its author, Christopher Irons, publishes.
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.
