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
Finding opportunities (and adventure) among unlisted companies
Unlisted companies often offer the best-ever investment opportunities – provided you know how and where to find them!
Is British Airways a 15% p.a. compounder for the 2020s?
You’ll be surprised to read about British Airways (BA) on my blog. All the more, since this company is not itself listed on the stock market. You need to buy into Madrid-listed International Airlines Group (IAG, ISIN ES0177542018), a holding company that owns 100% of British Airways.
Blogs to watch (part 4): PensionCraft
PensionCraft by Ramin Nakisa is the perfect starting place to learn the very basics of investing.
Israel’s gas is finally flowing, and you can make money off it
Of the ten investments that I featured last year, nine were up and just one down. The black sheep has now finally started to turn and soared skywards. There is an opportunity waiting for you.
Non-consensus viewpoints – the guiding strategy for my 2020 research!
To succeed in investing, it’s not enough to be right. You have to be right AND outside the consensus. This is a little-understood quirk of the stock market.
Blogs to watch (part 3): The MacroTourist
“The MacroTourist” by Kevin Muir finds macro trends and investment ideas that no one else believes in. It’s original, contrarian and accessible!
