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
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.
ALK-Abelló – Denmark’s next pharma highflyer?
Allergies are a 500m patient market, but only 1% of patients are using immunotherapies. If or when that changes, ALK-Abelló will likely lead the market.
Nigeria – betting on Africa’s Milei?
Argentina is making headlines for planning radical reforms, but these are already happening in Nigeria. Will Nigerian equities go from value trap to growth play?
