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
Blogs to watch (part 7): Crossing Wall Street
If you’d like a window into the US market (as well as 25 stock recommendations every year), then Eddy Elfenbein’s “Crossing Wall Street” blog is for you.
Post-corona: a golden age of informed risk management?
Risk management used to be a boring subject, but the coronavirus has changed that. Here are my thoughts on useful lessons for private investors, as well as new opportunities arising out of the crisis.
13 investment trends for a new world
The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.
Gazprom – is it now or never?
Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.
Blogs to watch (part 6): Cody Shirk
Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are seven reasons why I love his writing.
Riches among ruins (part 3): Bougainville Copper, or the treasure island that won’t go away
In 2004, my writing led to a 400% rise in value of an infamous, exotic mining company. This story has followed me ever since. Here is the update many of you had asked about.
