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
Will Georgia’s EU membership candidate status bring further investment gains?
London-listed Georgian stocks have been on a tear. Is it still time to get into Bank of Georgia, TBC Bank and Georgia Capital?
A second opportunity at SNP?
Following a tender offer and leadership changes, the stock of SNP Schneider Neureither & Partner offers an interesting risk/reward ratio.
How Rolls-Royce benefits from the return of long-haul jets
The recovery of long-haul jet travel is boosting income at Rolls-Royce. The stock could have another 150% to run.
Victoria’s Angels are back – a turnaround for Victoria’s Secret?
After a five-year hiatus, Victoria’s Secret’s infamous fashion show returns. Will the bombed-out stock price react?
Hungarian stocks – worth a closer look?
Hungarian stocks are easy to trade, but no one is taking an interest. Is this about to change?
How to profit from government U-turns
Governments are realising the need for commodities such as copper. Dormant mining projects could deliver spectacular returns.
Sark – a small island with huge potential
The self-governing island of Sark has tremendous potential. I am working to create a publicly listed company that will allow the public to invest in Sark’s future.
Why I set up a fund management firm
I am in the middle of launching an investment fund. Undervalued-Shares.com readers will benefit in several ways.
Distressed assets (part 3): The unique opportunity of Latin America
Latin America makes for a compelling investment environment for anyone who likes distressed assets.
Distressed assets (part 2): António Batista on the European perspective
Where lie the opportunities in distressed investing in Europe? António Batista of Caius Capital shares his views, and how he approaches investing.
Distressed assets (part 1): Rebecca Pacholder predicts new super-cycle
Will bonds outperform equities over the next two to three years? Rebecca Pacholder of Snowcat Capital shares her thoughts.
11 highlights from our dinner with Kuppy
40 Undervalued Shares readers got together for a Q&A session with Harris “Kuppy” Kupperman. What did we learn from him?
