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
Peak problem – is the worst over yet?
Risk of nuclear war, record inflation levels, and potential energy shortages. Are we at the point of maximum market pessimism?
Ukrainian agriculture stocks – land for 15 dollars an acre?
There are six Ukrainian agriculture companies that you can buy shares of, even now. Are they the ultimate crisis bargain?
Bougainville Copper: it’s looking serious this time
After many false starts, the eventual reopening of the giant Panguna copper mine in Bougainville could finally be getting closer.
Blogs to watch (part 26): QTR’s Fringe Finance
“Quoth the Raven” is one of the world’s most successful investment blogs, and deservedly so. I read every single article its author, Christopher Irons, publishes.
Roman Fuzaylov on opportunities in the wake of the Ukraine crisis
Roman Fuzaylov, fund manager at Prince Street Capital Management, sold all his Russian stocks on time. I picked his brain about his view of the world and investment ideas.
Ukraine crisis – where do we go from here?
The world as it existed just three weeks ago is not coming back. What are the investment implications, and what ideas is Undervalued-Shares.com working on?