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 bargains, no matter where they hide
There is an entire world of opportunities beyond the FAANG stocks. Up your long-term investment success by identifying the industries and countries that are cheaper to buy into than ever before.
Argentinean money lessons – Germany, take note!
Argentina’s debt crisis delivers useful lessons for investors. How to apply common sense to spot risks and opportunities in long-term equity investing?
Gazprom: What you should know about the world’s cheapest major energy company – in 94 pages (Research Report #1)
In my new in-depth report, I am reporting a whole range of little-known facts about Russia’s no. 1 public company. If you thought you knew Gazprom, you’ll have to think again!
I was faster: How my e-letter beat the Wall Street Journal
I anticipated a higher-than-expected, soon-to-be-launched bid for Belmond Ltd, the luxury hotel operator. LVMH just made a $2.6bn offer for the company!
Don’t cry for me Argentina – the Buenos Aires stock market as top performer in 2019?
Is now the time to invest your money into Argentina and does the country have a chance to become the top-choice of investors in 2019?
Sotheby’s as a reliable recession indicator – and the time will come when to buy this share
Sotheby’s shareholders seem to have a sixth sense for an impending crisis. With its share price currently falling, you better keep it on your watch list.
