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
Falkland Islands – a star is born
The soaring share price of Rockhopper Exploration has put the Falkland Islands back in focus. Is it too late to jump on the bandwagon?
European bank stocks – yet another stellar year ahead?
Once maligned and ignored, European bank stocks have just had another year of strong returns. Which stocks could benefit from the momentum?
5 more British small-cap stocks worth digging into
Valuations of some British stocks are ridiculously low. This could be a generational investment opportunity for small-cap sleuths.
Sark – it’s not a big deal
I had mobilised GBP 30m to buy a portfolio of real estate in Sark, with plans to IPO the company. How did it go, and what may happen next?
Guyana and the mystery of the largest ranch in the Americas
Guyana could become the world’s richest country. Besides oil and gas stocks, it also entails an unknown, century-old land company.
3 British small-cap stocks worth digging into
The City of London is struggling to figure out its future. Could it emerge yet stronger? What are some British stocks to look at now?
