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
Lebanon’s distressed debt opportunity
Distressed Lebanese bonds could easily double or triple in value. Is it time to start building a position?
Credit Suisse: moment of maximum pessimism?
After years of never-ending disappointments, hardly anyone even follows Credit Suisse anymore. A low-down on the bank and its stock.
Zeitgeist, turning points, and the value of forgotten truths
Why does the zeitgeist matter to investors? How can you spot major market junctures? What are recent examples where investors benefitted?
3 ideas to profit from “Peak Climate Change Hysteria”
What if the climate change debate is already past its peak? Changing perceptions could make for exciting investment opportunities.
Copper – a looming shortage?
The world is racing towards a potentially massive copper shortage. Which conclusions should investors draw?
The Lottery Corporation – a unique asset
Owning a lottery is akin to owning a money printing license. Thanks to a little-noticed spin-off, you can now buy into a pure-play lottery company in Australia.
