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
Kistos Holdings – will North Sea oil come in from the cold?
The stocks of North Sea oil producers have been left for dead. Could that soon change?
Energy Transition Minerals – the crazy Greenland micro-cap
Australian micro-cap Energy Transition Minerals could hold the key for a US-Greenland-Denmark deal – as crazy as it may sound.
Human bones – an emerging asset class?
Prices for dinosaur skeletons have gone vertical. Will rare human bones experience a similar boom?
The Metals Company – a multi-bagger if Trump aims for resource autarky?
Deep-sea mining could reshape the world’s supply of key minerals. The Metals Company could be at the heart of it.
Shorting vaccine stocks – the next chapter?
The stocks of pandemic vaccine makers have been decimated. What’s next for these companies – devastating lawsuits or a surprise recovery?
The New York Times – failing or prevailing?
The media industry remains in turmoil, further fuelled by the recent US election results. How will The New York Times do during this new era?
