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
Chris Waller on how to use “sleuthing” to gain an edge
Uncovering non-public information to help you with your investment decisions? This article tells you how.
Russian ADRs – light at the end of the tunnel?
Tens of thousands of Western investors own frozen ADRs and GDRs of Russian companies. Could the situation be resolved if peace comes to Ukraine?
Panthera Resources – multi-bagger legal claim?
London-listed Panthera Resources just closed a heavily oversubscribed placement. Why the demand for a seemingly defunct micro-company?
How to invest in iconic New York real estate
Some of New York’s most iconic buildings are traded on the stock market. Here are four examples of “real estate as equity”.
Rebuilding Ukraine – 99 stock ideas for a peace deal
A peace deal for Ukraine will steer significant funds towards private companies. Which stocks could benefit the most?
12 British small-caps worth digging into
A dozen ideas from Britain’s stock market, ranging from liquidation cases to overlooked growth stocks.
