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
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?
Bains Mer Monaco (SBM) – Europe’s only real estate stock trading at a record high
SBM owns swathes of Monaco, and its portfolio of unique assets keeps delivering for investors. Will the stock continue to defy gravity?
Venezuelan distressed assets rally – is Argentina next?
Companies with legal claims against Venezuela recently doubled and tripled in value. Is there more to come, and where?
Moats – a short introduction
What do beginners need to know about investing in companies that are protected by a ‘moat’?
