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
C&C Group – a rather unknown British market leader
C&C Group is a leading British producer and distributor of alcoholic drinks. There are several reasons why the stock should be re-rated.
Northern Data – to da moon, again?
The stock of Northern Data first rose tenfold, then dropped 96%. Will an event in Frankfurt trigger a new lift-off?
Hungary investor trip – what we learned
Two days of nonstop fact-finding in Hungary. Here is what you’ve missed.
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.
