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
The state of Russian DRs: an update
Anyone who owns Depositary Receipts of Russian stocks has been stuck with illiquid securities. Are there any solutions in sight?
Blogs to watch (part 29): Exante Data (Jens Nordvig)
Institutional investors are paying top dollars to pick Jens Nordvig’s brain. His research and analysis firm, Exante Data, uncovers macro trends ahead of the crowd.
Forgotten microcaps (part 3): Marshall Group – the hidden real estate giant of Cambridge
The stock of Marshall Group has recently seen unusually large transactions. Could the company’s massive land bank soon drive the share price to new heights?
Forgotten microcaps (part 2): La Française de l’Energie – abandoned coal mines turned money machine
Capturing gas from old coal mines can be a surprising money spinner. How does it work, and what’s the further outlook?
Forgotten microcaps (part 1): ZCCM – the secret mining giant of Africa
ZCCM Investments Holdings is a Paris-listed company that time forgot. In recent weeks, the stock price has started to rally. Are exciting changes afoot?
Blogs to watch (part 28): Insecurity Analysis
Insecurity Analysis helps you learn from great investors. Its truly unique approach involves dusty archives and long-forgotten material.
