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

Welcome to my relaunched blog

Welcone to my relaunched investment blog where I’ll publish research reports, new ideas, partnerships as well as my free weekly dispatches!

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Latest reports (for Members only)

P/E of 2.5 and >20% dividend yield with this coal stock

P/E of 2.5 and >20% dividend yield with this coal stock

It's the second time this stock is trading so low. It was similarly cheap in 2021 and then soared by 15x. Now is a good time to take another look.

Iconic New York at a discount

Iconic New York at a discount

2-5x upside with New York's next great neighbourhood – this bargain stock gives you easy access.

Buy Florida land – where it's still cheap!

Buy Florida land – where it's still cheap!

Florida's panhandle region is bound to benefit from a major transformation over the next 10-20 years. This stock gives you easy exposure.