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
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?
Hepsiburada – is Turkey’s “Amazon” a turnaround play?
Hepsiburada is the Amazon equivalent of Turkey. The New York-listed stock is down 90% since its IPO. Time to buy?
Sark – bidding for the Barclay estate and going public
The Sark Property Company is preparing an ambitious bid for real estate on Sark. The company also plans to do an IPO.
Scandinavian Tobacco – a comeback for cigars?
Alongside producing cigars, Scandinavian Tobacco Group produces plenty of cash for its shareholders – and it plans to grow further!
Allegro – a new cycle for the Polish e-commerce giant?
E-commerce company Allegro was Poland’s largest IPO ever. The stock has since dropped two-thirds. Is now the time to get in?
