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
Pershing Square Holdings – an evergreen investment?
Bill Ackman’s London-listed investment fund is a low-maintenance coin bank. Following the share’s recent drop, long-term investors should take a look.
The shoplifting epidemic – an investment opportunity?
How the explosion of shoplifting, the general decline of law and order, and societal decay make for new investment opportunities.
Roll-ups – how to invest in industry consolidators and serial acquirers
Companies that grow through acquiring many other companies can produce stunning gains. How to find them?
EarthLabs – a smarter way to play the mining sector?
EarthLabs is a world-leading digital platform for the mining business. Its stock appears almost ludicrously cheap. Does it hold up to scrutiny?
Radium – the rare metal worth 120,000x the price of gold
Demand from Big Pharma has turned radium into the world’s hottest commodity. A remarkable investment opportunity awaits.
Alico – a land giant hiding in plain sight
Nasdaq-listed Alico owns large tracts of land in Florida. Will the state’s influx of residents finally get the stock moving?
