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
Pearson – turning a lumbering textbook giant into a digital racehorse
Europe’s biggest activist investor is pushing for change at one of the world’s leading publishing companies. Is now a good time to load up on Pearson stock?
Blogs to watch (part 13): Cliff’s Perspectives
Billionaires don’t usually write blogs. Cliff Asness is an exception, and his investment blog is just one of several ways to benefit from his insights.
The skill of “crisis investing” – more important than ever before
From crisis comes opportunity. I am embarking on a quest to turn these crazy times into money-making opportunities for my readers.
The wisdom of investing in subscription businesses
Investors pay a premium for companies with a reliable income. That’s why you need to learn about subscription businesses.
Poland investor trip – the summary
30 Undervalued-Shares.com readers joined me in Warsaw to learn about Polish equities. If you couldn’t make it, here’s what you’ve missed.
Blogs to watch (part 12): Chris Mayer
Chris Mayer is one of the most insightful thinkers of the investment world. His blog is entirely for free!
Investing in song rights – conveniently through the London Stock Exchange
Can music evergreens deliver attractive, uncorrelated returns for your portfolio?
The IWG office opportunity – and the need for non-obvious ideas!
One office property company seems to be figuring out a path to success despite the coronavirus pandemic. There are lessons to be learned for all investors.
Sark – a small island goes viral (and a new 51-minute video)
Three weeks ago, I featured a highly unusual investment opportunity. The story ended up getting featured in media around the world.
Investor trip to Poland – last spaces!
If you ever wanted to learn more about Poland (and not just from an investing angle!), join me in Warsaw and Krakow this September.
Blogs to watch (part 11): Musings on Markets
Musings on Markets is a treasure trove for anyone trying to understand company valuations, corporate finance, and investment philosophy.
Sark: investment opportunity of a decade
Empty houses to do up (and invest in), and a potential new lifestyle for yourself – today’s Weekly Dispatch brings you a whole number of different angles!
