Undervalued stocks, undervalued shares-value investing specialists

25 October 2025

The modern investor’s manifesto

25 October 2025

18 October 2025

The Secret History of Gold

18 October 2025

11 October 2025

Buy and forget

11 October 2025

4 October 2025

Quis custodiet ipsos custodes ?

4 October 2025

27 September 2025

Gaming the system

27 September 2025

20 September 2025

Wisdom for the ages

20 September 2025

13 September 2025

Forever doesn’t last

13 September 2025

6 September 2025

A dream within a dream

6 September 2025

30 August 2025

On the quest to become suddenly rich

30 August 2025

23 August 2025

How the world really works

23 August 2025

16 August 2025

Heart of Glass

16 August 2025

9 August 2025

Time for some insurance

9 August 2025

2 August 2025

The flight from dishonesty

2 August 2025

25 July 2025

Upside down

25 July 2025

19 July 2025

The trick that changed the world

19 July 2025

12 July 2025

Winning the great game

12 July 2025

5 July 2025

One flew over the cuckoo’s nest

5 July 2025

28 June 2025

Unstoppable

28 June 2025

21 June 2025

The last five years

21 June 2025

14 June 2025

The looting of the Treasury rolls on

14 June 2025

7 June 2025

Whose value is it anyway ?

7 June 2025

31 May 2025

Signals in noise

31 May 2025

23 May 2025

This is really happening !

23 May 2025

17 May 2025

Telling stories

17 May 2025

10 May 2025

Smart

10 May 2025

3 May 2025

Preparing for the turning point

3 May 2025

26 April 2025

A mess – and how to deal with it

26 April 2025

18 April 2025

Desperate measures

18 April 2025

12 April 2025

Stormy

12 April 2025

5 April 2025

Monty Python and the holy grail of investing

5 April 2025

29 March 2025

Chaos monkeys

29 March 2025

22 March 2025

Distrust, and verify

22 March 2025

15 March 2025

Bananas

15 March 2025

8 March 2025

Memento mori

8 March 2025

1 March 2025

Shirtsleeves to shirtsleeves in three generations

1 March 2025

22 February 2025

Reality bites

22 February 2025

15 February 2025

A lost world

15 February 2025

8 February 2025

Stop the world – I want to get off

8 February 2025

1 February 2025

War of the Worlds

1 February 2025

25 January 2025

Values matter

25 January 2025

18 January 2025

No Mr. Bond, I expect you to die – 2025 edition

18 January 2025

11 January 2025

Try to remain calm

11 January 2025

4 January 2025

Kayfabe

4 January 2025

14 December 2024

Merry Christmas !

14 December 2024

7 December 2024

Winning by not losing

7 December 2024

30 November 2024

Madness. Madness !

30 November 2024

23 November 2024

The art of making mistakes

23 November 2024

16 November 2024

Supertrump

16 November 2024

9 November 2024

Potemkin World

9 November 2024

2 November 2024

Can you hear the sound of breaking glass ?

2 November 2024

26 October 2024

How to survive interesting times

26 October 2024

19 October 2024

How to get rich

19 October 2024

12 October 2024

Honey, they crashed the world

12 October 2024

5 October 2024

Stuck in the middle

5 October 2024

28 September 2024

To the crazy ones

28 September 2024

21 September 2024

Fire in the hole

21 September 2024

14 September 2024

The big idea

14 September 2024

7 September 2024

Who speaks for the market ?

7 September 2024

31 August 2024

Bang

31 August 2024

24 August 2024

Beware false advertising

24 August 2024

17 August 2024

Enemies of the people

17 August 2024

10 August 2024

Fighting Leviathan

10 August 2024

3 August 2024

First, do nothing

3 August 2024

27 July 2024

The strange death of value investing

27 July 2024

20 July 2024

The terrible allure of ‘Noptimism’

20 July 2024

13 July 2024

Mind-forged manacles

13 July 2024

6 July 2024

Why we voted Out

6 July 2024

29 June 2024

Problems masquerading as solutions

29 June 2024

22 June 2024

Just turn it off

22 June 2024

15 June 2024

The Deep State is real

15 June 2024

8 June 2024

The smartest guys in the room

8 June 2024

1 June 2024

Playing poker with liars

1 June 2024

25 May 2024

Bad news

25 May 2024

18 May 2024

The best kept secret in finance

18 May 2024

11 May 2024

Scary movies

11 May 2024

4 May 2024

The bug in our thinking

4 May 2024

27 April 2024

A dangerous consensus

27 April 2024

20 April 2024

Before the fall (part II)

20 April 2024

13 April 2024

Brain storm

13 April 2024

6 April 2024

No Mr. Bond, I expect you to die

6 April 2024

30 March 2024

Forward, boldly, to the past

30 March 2024

23 March 2024

Prepare for “a religious experience”

23 March 2024

16 March 2024

Paying the piper

16 March 2024

9 March 2024

Predators

9 March 2024

2 March 2024

A Sound of Thunder

2 March 2024

24 February 2024

The Tiger returns

24 February 2024

17 February 2024

Suicide Squad, revisited

17 February 2024

11 February 2024

Covid 2.0

11 February 2024

3 February 2024

Reset This

3 February 2024

27 January 2024

Psycho killers

27 January 2024

20 January 2024

Decline and fall

20 January 2024

13 January 2024

A year of revolutions ? The war on cash revisited

13 January 2024

6 January 2024

New Year’s Revolutions

6 January 2024

8 December 2023

World-changing

8 December 2023

2 December 2023

Flying blind

2 December 2023

25 November 2023

What the mainstream media may never tell you

25 November 2023

18 November 2023

The biggest swindle of all

18 November 2023

11 November 2023

When the future crashes into the present

11 November 2023

4 November 2023

Everything is fine

4 November 2023

28 October 2023

The once and future money

28 October 2023

21 October 2023

Power Crisis

21 October 2023

13 October 2023

Was this the bravest American who ever lived ?

13 October 2023

7 October 2023

After the Crash

7 October 2023

23 September 2023

The outer limits

23 September 2023

16 September 2023

A conspiracy in plain sight

16 September 2023

9 September 2023

Frightening and surreal

9 September 2023

2 September 2023

Learning to dance in the rain

2 September 2023

26 August 2023

Other People’s Money

26 August 2023

19 August 2023

Red Dawn

19 August 2023

12 August 2023

The main event

12 August 2023

5 August 2023

History lessons

5 August 2023

28 July 2023

Hold the line !

28 July 2023

22 July 2023

Got gold ?

22 July 2023

15 July 2023

Here come the Austrians

15 July 2023

8 July 2023

Behind every great fortune lies a crime

8 July 2023

1 July 2023

Hunting witches

1 July 2023

24 June 2023

In Goldman we trust

24 June 2023

17 June 2023

Hangmen also die

17 June 2023

10 June 2023

Cretinocracy

10 June 2023

3 June 2023

Folding money

3 June 2023

27 May 2023

Endgame

27 May 2023

20 May 2023

The problem with growth

20 May 2023

13 May 2023

A Grim Fairy Tale

13 May 2023

6 May 2023

The blackest of comedy

6 May 2023

29 April 2023

Darkness visible

29 April 2023

22 April 2023

..and it’s gone

22 April 2023

15 April 2023

Ten problems – and ten solutions

15 April 2023

8 April 2023

Which lie did they tell ?

8 April 2023

1 April 2023

Regime change is coming

1 April 2023

25 March 2023

On booze, price fixing and gun-toting 12-year-olds

25 March 2023

18 March 2023

Running with the banks

18 March 2023

11 March 2023

You’re next !

11 March 2023

4 March 2023

Fail-safe investing

4 March 2023

25 February 2023

Climate of Fear

25 February 2023

18 February 2023

The new China Syndrome

18 February 2023

11 February 2023

Fashion victims

11 February 2023

4 February 2023

The usual suspects

4 February 2023

28 January 2023

It’s about time

28 January 2023

21 January 2023

Winning.

21 January 2023

14 January 2023

The Return of Swamp Thing

14 January 2023

7 January 2023

The road to hell

7 January 2023

31 December 2022

Good, bad or ugly ?

31 December 2022

9 December 2022

A Christmas miscellany

9 December 2022

3 December 2022

Chauffeur knowledge and the crack-up boom

3 December 2022

26 November 2022

The most important words in investment – and life

26 November 2022

19 November 2022

There is nothing new under the sun

19 November 2022

12 November 2022

Do not respect their authority

12 November 2022

5 November 2022

The problem cannot be the solution

5 November 2022

29 October 2022

Is it safe ?

29 October 2022

22 October 2022

Another dispatch from Clownworld

22 October 2022

15 October 2022

Telling tales

15 October 2022

8 October 2022

Risk and opportunity

8 October 2022

1 October 2022

What is value, anyway ?

1 October 2022

24 September 2022

The Year the Earth Stood Still

24 September 2022

17 September 2022

Surviving ‘total war’

17 September 2022

10 September 2022

Damned lies

10 September 2022

3 September 2022

The most expensive purchase you will ever make

3 September 2022

27 August 2022

Storm Season

27 August 2022

13 August 2022

Warren Buffett’s Dark Secret

13 August 2022

6 August 2022

Low cost is not low price

6 August 2022

30 July 2022

Investing at a time of crisis

30 July 2022

22 July 2022

The Puritan Gift

22 July 2022

16 July 2022

Survival of the fittest

16 July 2022

9 July 2022

The only thing that matters ?

9 July 2022

2 July 2022

All change, please

2 July 2022

25 June 2022

Markets Meet Their Waterloo

25 June 2022

18 June 2022

The Battle to Control the Central Banks

18 June 2022

11 June 2022

When the ‘Everything’ Bubble Bursts

11 June 2022

4 June 2022

Children of the Revolution II

4 June 2022

28 May 2022

The Great Disappointment

28 May 2022

22 May 2022

Tragedy

22 May 2022

14 May 2022

Horror Story

14 May 2022

7 May 2022

The end of history

7 May 2022

30 April 2022

The strange death – and rebirth – of value investing

30 April 2022

24 April 2022

Stocks and the Stockdale Paradox

24 April 2022

16 April 2022

System failure, and a means of escape

16 April 2022

9 April 2022

Turning Japanese

9 April 2022

2 April 2022

The Tiger

2 April 2022

26 March 2022

Until the end, when it bends

26 March 2022

19 March 2022

Signal failure

19 March 2022

12 March 2022

Beating the professionals

12 March 2022

5 March 2022

Big Bang Theory

5 March 2022

26 February 2022

Now you see it..

26 February 2022

19 February 2022

The Road to Hell

19 February 2022

12 February 2022

Escape from Jekyll Island

12 February 2022

4 February 2022

Mad as hell

4 February 2022

31 January 2022

Spoiler warning

31 January 2022

23 January 2022

Bat from Wuhan

23 January 2022

15 January 2022

Repo Men

15 January 2022

19 November 2021

Tulips !

19 November 2021

13 November 2021

Cracking up

13 November 2021

3 November 2021

Keep the Faith

3 November 2021

28 October 2021

Madness

28 October 2021

22 October 2021

Indestructible

22 October 2021

13 October 2021

On skin in the game

13 October 2021

6 October 2021

End Times

6 October 2021

30 September 2021

The Crazies

30 September 2021

26 September 2021

Who goes there ?

26 September 2021

19 September 2021

Lords of Misrule

19 September 2021

6 September 2021

Convid-19

6 September 2021

30 August 2021

The Year the Earth stood still

30 August 2021

23 August 2021

Trustbusters

23 August 2021

17 August 2021

On pain of death

17 August 2021

9 August 2021

Suicide Squad

9 August 2021

6 August 2021

value investing from graham to buffett and beyond

This too shall pass

6 August 2021

27 April 2021

The three most important words in investing

27 April 2021

19 April 2021

Who is John Galt ?

19 April 2021

13 April 2021

Keep calm and carry on

13 April 2021

7 April 2021

Do you have a licence for your Minsky ?

7 April 2021

29 March 2021

Nothing new under the sun

29 March 2021

23 March 2021

A time of universal deceit

23 March 2021

17 March 2021

Children of the revolution

17 March 2021

12 March 2021

Never such innocence

12 March 2021

4 March 2021

Game over

4 March 2021

24 February 2021

A change in the weather

24 February 2021

22 February 2021

A question of trust

22 February 2021

17 February 2021

Crocodile tears

17 February 2021

8 February 2021

Stranger than fiction

8 February 2021

28 January 2021

Caught short

28 January 2021

25 January 2021

The great grift

25 January 2021

18 January 2021

Be careful what you own

18 January 2021

7 January 2021

Strange days indeed

7 January 2021

25 December 2020

Merry Christmas Everybody !

25 December 2020

7 December 2020

The Great Reset Part II

7 December 2020

24 November 2020

Why has Bill Gates been paying off so many bad actors ?

24 November 2020

23 November 2020

Night of the Wrong Wives

23 November 2020

16 November 2020

The Crony Virus Chronicles

16 November 2020

9 November 2020

Ghost train

9 November 2020

2 November 2020

The Great Reset

2 November 2020

26 October 2020

The demon-haunted world

26 October 2020

12 October 2020

In the mouth of madness

12 October 2020

5 October 2020

A brief history of economic policy triumphs

5 October 2020

Flu d’etat

5 October 2020

29 September 2020

Power failure

29 September 2020

15 September 2020

Tulips

15 September 2020

8 September 2020

Ghost stories

8 September 2020

1 September 2020

UNIDOS HACIA EL FUTURO

1 September 2020

24 August 2020

Winning the wrong game

24 August 2020

17 August 2020

Into the twilight zone

17 August 2020

10 August 2020

The quick and the dead

10 August 2020

3 August 2020

Hearts of glass

3 August 2020

27 July 2020

When satire dies

27 July 2020

19 July 2020

The Green Slime

19 July 2020

13 July 2020

A four-letter word

13 July 2020

12 July 2020

We are all Ozymandias (revisited)

12 July 2020

6 July 2020

On wealth, greed and happiness

6 July 2020

29 June 2020

A year to remember

29 June 2020

22 June 2020

EMH ? WTF ?

22 June 2020

8 June 2020

Pet Rock Star

8 June 2020

30 May 2020

Three little words

30 May 2020

25 May 2020

The Covid-19 Crisis in Movie Quotes

25 May 2020

14 May 2020

Man is the warmest place to hide

14 May 2020

3 May 2020

Bug Tussle

3 May 2020

30 April 2020

The Great Suppression

30 April 2020

27 April 2020

China’s Chernobyl

27 April 2020

14 April 2020

Worst film ever

14 April 2020

6 April 2020

Before Coronavirus

6 April 2020

30 March 2020

Ludicrous speed

30 March 2020

21 March 2020

Crisis and opportunity

21 March 2020

17 March 2020

Weeks where decades happen

17 March 2020

8 March 2020

Beauty contest / ugly tree

8 March 2020

3 March 2020

End of Empire ?

3 March 2020

24 February 2020

Everyone has a number

24 February 2020

18 February 2020

Get to the chopper!

18 February 2020

11 February 2020

Try ignorance

11 February 2020

5 February 2020

Bless you!

5 February 2020

2 February 2020

Cleansed by fire

2 February 2020

28 January 2020

Unclean!

28 January 2020

22 January 2020

World On Fire

22 January 2020

16 January 2020

Inflation: try to remain calm

16 January 2020

9 January 2020

Monetary Massacre Theory

9 January 2020

15 December 2019

Phew !

15 December 2019

3 December 2019

The Emperor’s Old Clothes

3 December 2019

27 November 2019

Red Scare

27 November 2019

20 November 2019

Panic on the streets of London

20 November 2019

13 November 2019

The Final Battle

13 November 2019

4 November 2019

On liberty

4 November 2019

30 October 2019

Know what you know

30 October 2019

22 October 2019

One good scare

22 October 2019

15 October 2019

FT: Fatuous Trots

15 October 2019

7 October 2019

Balls

7 October 2019

3 October 2019

Spooky

3 October 2019

24 September 2019

Dover Beach

24 September 2019

17 September 2019

Lucky numbers

17 September 2019

11 September 2019

Hope, need and greed

11 September 2019

4 September 2019

Just who is the enemy?

4 September 2019

27 August 2019

The skies are darkening over Europe

27 August 2019

21 August 2019

Take Shelter 2.0

21 August 2019

14 August 2019

Central banker: useful functionary, or Cockney rhyming slang ?

14 August 2019

7 August 2019

Serious advice

7 August 2019

30 July 2019

Bagehot ? Or bulls**t ?

30 July 2019

24 July 2019

Markets and the meaning of life

24 July 2019

16 July 2019

A mob of nasty, ignorant dwarves

16 July 2019

10 July 2019

Are you wasting your time ?

10 July 2019

3 July 2019

“Mind-alteringly cheap”

3 July 2019

25 June 2019

Meltdown

25 June 2019

19 June 2019

Death Wish

19 June 2019

13 June 2019

A wrecking ball and a dearth of ideas

13 June 2019

4 June 2019

Reversal of Fortune

4 June 2019

29 May 2019

It’s never enough

29 May 2019

22 May 2019

Turkeys Twizzled

22 May 2019

14 May 2019

Little by little, we went insane

14 May 2019

9 May 2019

The psychotic freakshow rolls on

9 May 2019

1 May 2019

The limited choice from Buffett’s buffet

1 May 2019

24 April 2019

The shock wave reaches the shore

24 April 2019

18 April 2019

Behave !

18 April 2019

9 April 2019

Be surprised

9 April 2019

3 April 2019

Before the Fall

3 April 2019

26 March 2019

Alternative views

26 March 2019

20 March 2019

EUnola May

20 March 2019

13 March 2019

Trend following

13 March 2019

8 March 2019

Don’t be so negative

8 March 2019

28 February 2019

Systemic risk

28 February 2019

20 February 2019

Consequences

20 February 2019

13 February 2019

Is Mark Carney the biggest Cnut in the world ?

13 February 2019

7 February 2019

Outrageous fortune

7 February 2019

31 January 2019

Hire Harry Markopolos

31 January 2019

25 January 2019

Is it a game ? Or is it real ?

25 January 2019

18 January 2019

Home country bias

18 January 2019

10 January 2019

Would you have sold ?

10 January 2019

4 January 2019

What lies beneath

4 January 2019

14 December 2018

The hike before Christmas

14 December 2018

5 December 2018

Identity crisis

5 December 2018

30 November 2018

Under the influence

30 November 2018

21 November 2018

A real eye-opener

21 November 2018

16 November 2018

Yuck

16 November 2018

9 November 2018

Events

9 November 2018

1 November 2018

Fireworks

1 November 2018

25 October 2018

Risky business

25 October 2018

17 October 2018

Two strategies that actually work

17 October 2018

12 October 2018

Watch bonds

12 October 2018

3 October 2018

Things that go bust in the night

3 October 2018

28 September 2018

The truth

28 September 2018

12 September 2018

Happy anniversary

12 September 2018

7 September 2018

Everything is awesome

7 September 2018

30 August 2018

On the wealth, and poverty, of nations

30 August 2018

23 August 2018

Less is more

23 August 2018

17 August 2018

Three years down the toilet

17 August 2018

9 August 2018

Speaking truth to power

9 August 2018

1 August 2018

Tangled web

1 August 2018

26 July 2018

Four types of people

26 July 2018

21 July 2018

Per ardua ad astra

21 July 2018

14 July 2018

An odd, non-linear game

14 July 2018

5 July 2018

The long march of the bezzle

5 July 2018

28 June 2018

The outrageous cost of a free press

28 June 2018

23 June 2018

Failure, guaranteed

23 June 2018

13 June 2018

Darkest hour

13 June 2018

8 June 2018

Holding out for a hero

8 June 2018

1 June 2018

#Parmageddon

1 June 2018

24 May 2018

#EUvacuate !

24 May 2018

19 May 2018

May Day

19 May 2018

10 May 2018

The best 50 minutes you will spend this year

10 May 2018

4 May 2018

Car crash

4 May 2018

27 April 2018

Value ads

27 April 2018

21 April 2018

‘Exor set’ missiles

21 April 2018

13 April 2018

I.T. bites

13 April 2018

5 April 2018

J’accuse

5 April 2018

29 March 2018

Telling tales about the markets

29 March 2018

24 March 2018

Outright lies from a forged source

24 March 2018

16 March 2018

On rational optimism

16 March 2018

3 March 2018

Prudential regulation

3 March 2018

23 February 2018

A complete and utter disgrace

23 February 2018

16 February 2018

Margin of error

16 February 2018

9 February 2018

Through the Looking glass

9 February 2018

2 February 2018

No more Mr. Nice Guy

2 February 2018

27 January 2018

A monster in plain sight

27 January 2018

20 January 2018

Artificial intelligence

20 January 2018

13 January 2018

Worrying quotes

13 January 2018

6 January 2018

A slow death

6 January 2018

12 December 2017

Forward, comrades, to the past!

12 December 2017

9 December 2017

The EU

9 December 2017

24 November 2017

When size sucks

24 November 2017

18 November 2017

Solving the Irish Question

18 November 2017

10 November 2017

Close to the edge

10 November 2017

3 November 2017

Wrong turn

3 November 2017

28 October 2017

For god’s sake, stop!

28 October 2017

19 October 2017

Hotel CalifornEU

19 October 2017

30 September 2017

About time

30 September 2017

23 September 2017

Altmann scores

23 September 2017

15 September 2017

The end of an error

15 September 2017

8 September 2017

Sell Warriors; buy Wizards

8 September 2017

2 September 2017

The Wall

2 September 2017

26 August 2017

Deafblind

26 August 2017

19 August 2017

Maths versus magic

19 August 2017

12 August 2017

This too shall pass

12 August 2017

5 August 2017

Honest Business News

5 August 2017

29 July 2017

Boom

29 July 2017

21 July 2017

Ask the FT

21 July 2017

15 July 2017

Popularity is overrated

15 July 2017

8 July 2017

The best funds in the world ?

8 July 2017

1 July 2017

Borrowed time

1 July 2017

24 June 2017

Brexit Bullxit

24 June 2017

17 June 2017

Uncool Britannia

17 June 2017

10 June 2017

Stranger in a strange land

10 June 2017

2 June 2017

Question Time

2 June 2017

27 May 2017

Here is wisdom

27 May 2017

20 May 2017

Growing the pie, not eating it

20 May 2017

13 May 2017

Passive aggressive behaviour

13 May 2017

29 April 2017

An opinion not a fact

29 April 2017

3 April 2017

American carnage?

3 April 2017

23 March 2017

Full, but not bursting

23 March 2017

23 February 2017

Madness

23 February 2017

23 January 2017

Let freedom ring

23 January 2017

23 December 2016

Life finds a way

23 December 2016

23 November 2016

Seek and ye shall find

23 November 2016

23 October 2016

Red Yawn

23 October 2016

23 August 2015

Breaking the chain

23 August 2015

17 July 2015

The only thing we have to fear…

17 July 2015

On not adding, but taking away

17 July 2015

8 June 2015

On billionaire altruist lunatics

8 June 2015

30 May 2015

Goodbye to all that

30 May 2015

28 May 2015

Unsafe at any price

28 May 2015

Major drag, huh?

28 May 2015

4 March 2015

Asset manager? Or asset gatherer?

4 March 2015

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