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
Takeover mania continues in Brexit Britain
John Menzies PLC just received a lucrative bid. Other British firms are in the crosshairs. Where will cash-rich bidders strike next?
Petrobras: the undervalued Brazilian oil giant that has further to run
Petrobras remains one of the world’s most undervalued major oil companies. This week’s events should drive its stock price yet higher.
Subscription businesses (part 3): everything you need to know about investment newsletters
How to make the most of investment newsletters, or create your own as a lucrative subscription business!
Blogs to watch (part 25): Stock Spin-off Investing
Stock Spin-off Investing not only offers high-quality investing research, but it’s also a model case for successful blogger entrepreneurship.
Subscription businesses (part 2): FranklinCovey – an undervalued gem?
Following its switch to a subscription-based operating model, FranklinCovey has a huge growth runway in corporate training. Its stock also has further to run.
Subscription businesses (part 1): the tech sector’s highest-quality bargains?
Some tech stocks have already reached bargain territory. Here’s why you should focus on subscription businesses (I know I will).
