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
When the Mighty fall – and how not to fall with them
A case-study of General Electric and how to buy at the top and be forever stuck in a downwards spiral. Will the same hold true for the FAANGs?
Why US banks are safer than their European counterparts
The US had spectacular bank blow-ups, and led the world into the biggest banking crisis of living memory. Still, it has major advantages over Europe.
20 times your money when Italy declares bankruptcy?
It’s not difficult to imagine that shorting Italy’s public debt could yield 20 times your money if the country does indeed default.
Quo Vadis, North Korea? A quick look at the recent developments through the lens of an investor (part 3)
North Korea is one of the world’s most unusual emerging investment destinations. Early investors with a global outlook should take note.
The “secret” share that allows you to invest in North Korea right now (part 2)
Find out about a virtually unknown backdoor route for investing into the future of North Korea right now.
Sleepless in Seoul – my quest to understand the North Korean investment opportunity (part 1)
Investors should keep their eyes open for opportunities that give a foothold in North Korea’s economy – including166 shares of South Korean companies.
