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
Will exploding food prices help Argentina to a 180-degree turn?
Argentina has a long history of rewarding those who place anti-cyclical bets on its ability to recover from deep crises. The country may soon get lucky again.
Industry roll-ups or The SPAC-based IPO of Vintage Wine Estates
Consolidating a fragmented industry is a highly lucrative investment strategy. This American wine company provides a real-life case study.
Digital Decolonisation (part 3): David Halpert on tech nationalism, unexplored pioneer markets, and a 2021 top pick
In the final part of the DigDec series, David Halpert, the founder of Prince Street Capital Management, gives an outlook for the coming years as well as practical insights for investors.
Digital Decolonisation (part 2): 7 times your money from Fawry, Egypt’s answer to PayPal
Developing countries are increasingly growing their own tech companies. Meet Fawry, an electronic payment provider and Egypt’s answer to PayPal.
Digital Decolonisation (part 1): A rock star investment theme for the 2020s?
We had BRICs, FAANGs, and even FAANG-BATs. These investment trends have made fortunes for early investors. What’s next?
Lockdown visit in London – 9 weeks of studying trends and investment ideas
New (and old!) investment ideas from the UK, and other musings from my research trip to the UK’s capital.
