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
Pampa Energía – the outperformer that keeps on giving
The stock of Argentinean energy company Pampa Energía is up 400% since May 2021. It could keep rising further.
Chris Pavese on asymmetry and mispricing
Chris Pavese has managed the Broyhill family’s wealth for 19 years. What can private investors learn from him?
ASMALLWORLD – the social network for the migratory rich?
Zurich-listed ASMALLWORLD is a unique social network. Will a new macrotrend and membership tier wake it up from its slumber?
The 0.1% refugee crisis – how to go long high-net-worth migration
How can public market investors benefit from the new megatrend of high-net-worth migration?
Ingles Markets – land reserves understated by 21x?
Ingles Markets is a regional US supermarket chain. Forensic research in government records shows that it owns more real estate than the market is aware of.
Learning Technologies Group – an upcoming ‘forced’ takeover?
Britain’s talent management company Learning Technologies Group would benefit from becoming American. Will it soon receive a bid from the US?
