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
Goodbye, Facebook… Hello, equity-focussed Private Social Network
I left Facebook to improve my arsenal of research tools and to focus on growing this blog. But what about Facebook shares, are they still worth holding?
Don’t invest in it if they don’t call you crazy!
Is your investment thesis worth investigating in more detail? Expose it to others to find out!
A research trip to Monaco – and a trip down memory lane
Property company SBM was one of the most unusual investment bargains. Could it be even more undervalued today than it was back in 2004? I’ll find out.
A takeover target for quick profits – and a revival of my old books
My latest research report features an attractive case for placing a bet on a coming takeover bid.
This French family is squirreling away millions each year – now is the opportunity to share some of their spoils
Is there a better signal for a good investment than company owners spending millions on buying more of their own shares?
One Israeli gas company just doubled in value – and another one will probably follow suit
Stocks of an Israeli “outsider” gas company would have doubled your money over the last 12 months. Which begs the question, how best to make money off the Israeli gas opportunity during the next 12 months?
