Weekly Dispatches
Undervalued Shares
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
Don't invest in it if they don't call you crazy!
13 investment trends for a new world
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
Sark: investment opportunity of a decade
Riches among ruins (3-part series)
A few thoughts on Wirecard
Agfa-Gevaert and activist investing in Europe – a case study
Blogs to Watch (part 1): Lyn Alden
Ferrari – the company, the stock, and my car
Block – an easy double thanks to America’s underbanked?
Down 70% from its 2021 high, the stock of fintech company Block could soon start to recover.
Big Technologies – betting on illegal immigration
Will Big Technologies follow defence stocks as another non-consensus investment about to boom?
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.
