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 Gartner Hype Cycle – a tool to always keep in mind!
There is one very simple rule that has proven invaluable during my investment career. It’s too effective and important not to share with you.
SeaWorld Entertainment – why an “uninvestable” stock rose by over 500%
In 2013, SeaWorld Entertainment got shamed over its treatment of orcas. Many believed the stock would never recover, but it’s now at an all-time high. What happened?
Blogs to watch (part 24): Sunday’s Idea Brunch (Edwin Dorsey)
Which investors and fund managers deserve more attention? Discover those “underfollowed” investors in Sunday’s Idea Brunch, Edwin Dorsey’s latest blog.
Petershill Partners – the holding company that Goldman Sachs wants to succeed
Petershill Partners is a newly IPOed specialist fund manager that is complex and opaque. It’s worth keeping an eye on, though, for that very reason.
The value of going against groupthink
Last week, I had no access to the Internet (and the world). This period off the grid sparked a whole series of thoughts on how independent thinking can make you thrive.
Loma Negra – the Argentinean value play with a p/e of 2
To find deep value, look at out-of-favour countries. Argentina’s Loma Negra has a dominant market position, a solid balance sheet, and the prospect of a >20% dividend yield.
