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Common sense investment opportunities around the world. Free weekly newsletter and in-depth research reports (from USD 49 p.a.) at https://www.undervalued-shares.com
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The return of the great British pub - Undervalued Shares
British pub stocks are down 50-80%. Could they deliver a recovery similar to that seen in the banking sector?
www.undervalued-shares.com
📈 Hot off the press: The return of the great British pub
Introducing: the British pub chain that could lead the recovery of its industry.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Introducing: the British pub chain that could lead the recovery of its industry.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Covid lockdowns. Rate hikes. Energy and wage inflation. Higher taxes.
Last orders for British pubs? 🍻
Investors have given up.
Which is *exactly* why it might be time to look again 👀
www.undervalued-shares.com/reports/inve...
Last orders for British pubs? 🍻
Investors have given up.
Which is *exactly* why it might be time to look again 👀
www.undervalued-shares.com/reports/inve...
The return of the great British pub - Undervalued Shares
British pub stocks are down 50-80%. Could they deliver a recovery similar to that seen in the banking sector?
www.undervalued-shares.com
December 23, 2025 at 10:37 AM
Covid lockdowns. Rate hikes. Energy and wage inflation. Higher taxes.
Last orders for British pubs? 🍻
Investors have given up.
Which is *exactly* why it might be time to look again 👀
www.undervalued-shares.com/reports/inve...
Last orders for British pubs? 🍻
Investors have given up.
Which is *exactly* why it might be time to look again 👀
www.undervalued-shares.com/reports/inve...
In 2022, British bank stocks were firmly "out".
Since then, they've surged back: NatWest +150%, Barclays +175%, HSBC +125% 🧨
Today, it's British pub stocks that are down 50-80% from their highs.
Could they be next in line for a comeback? 🍻
www.undervalued-shares.com/reports/inve...
Since then, they've surged back: NatWest +150%, Barclays +175%, HSBC +125% 🧨
Today, it's British pub stocks that are down 50-80% from their highs.
Could they be next in line for a comeback? 🍻
www.undervalued-shares.com/reports/inve...
The return of the great British pub - Undervalued Shares
British pub stocks are down 50-80%. Could they deliver a recovery similar to that seen in the banking sector?
www.undervalued-shares.com
December 21, 2025 at 6:04 AM
In 2022, British bank stocks were firmly "out".
Since then, they've surged back: NatWest +150%, Barclays +175%, HSBC +125% 🧨
Today, it's British pub stocks that are down 50-80% from their highs.
Could they be next in line for a comeback? 🍻
www.undervalued-shares.com/reports/inve...
Since then, they've surged back: NatWest +150%, Barclays +175%, HSBC +125% 🧨
Today, it's British pub stocks that are down 50-80% from their highs.
Could they be next in line for a comeback? 🍻
www.undervalued-shares.com/reports/inve...
"Utterly hated" – a contrarian call from my London dinner
The biggest risks in UK takeover investing, "utterly hated" business sectors, and how to spot opportunities in the market.
Insights from the most recent Undervalued Shares reader dinner.
The biggest risks in UK takeover investing, "utterly hated" business sectors, and how to spot opportunities in the market.
Insights from the most recent Undervalued Shares reader dinner.
December 19, 2025 at 5:49 PM
"Utterly hated" – a contrarian call from my London dinner
The biggest risks in UK takeover investing, "utterly hated" business sectors, and how to spot opportunities in the market.
Insights from the most recent Undervalued Shares reader dinner.
The biggest risks in UK takeover investing, "utterly hated" business sectors, and how to spot opportunities in the market.
Insights from the most recent Undervalued Shares reader dinner.
📈 Hot off the press: The return of the great British pub
Introducing: the British pub chain that could lead the recovery of its industry.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Introducing: the British pub chain that could lead the recovery of its industry.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
The return of the great British pub - Undervalued Shares
British pub stocks are down 50-80%. Could they deliver a recovery similar to that seen in the banking sector?
www.undervalued-shares.com
December 18, 2025 at 1:50 PM
📈 Hot off the press: The return of the great British pub
Introducing: the British pub chain that could lead the recovery of its industry.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Introducing: the British pub chain that could lead the recovery of its industry.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Sark – what's next for the little island?
One year ago, The Sark Property Company's bid to purchase a large chunk of Sark failed.
Since then, however, the questions have not stopped.
Halfway through the company's two-year hiatus, here is an update.
One year ago, The Sark Property Company's bid to purchase a large chunk of Sark failed.
Since then, however, the questions have not stopped.
Halfway through the company's two-year hiatus, here is an update.
December 12, 2025 at 9:43 PM
Sark – what's next for the little island?
One year ago, The Sark Property Company's bid to purchase a large chunk of Sark failed.
Since then, however, the questions have not stopped.
Halfway through the company's two-year hiatus, here is an update.
One year ago, The Sark Property Company's bid to purchase a large chunk of Sark failed.
Since then, however, the questions have not stopped.
Halfway through the company's two-year hiatus, here is an update.
Amentum and the power of my global readership
At the "Best Ideas" dinner in Washington DC, reader Adam Rossi presented an idea that was "not yet followed by analysts" and "no one knew or cared about the stock".
Amentum has since been discovered – and its share price has doubled.
At the "Best Ideas" dinner in Washington DC, reader Adam Rossi presented an idea that was "not yet followed by analysts" and "no one knew or cared about the stock".
Amentum has since been discovered – and its share price has doubled.
December 5, 2025 at 6:10 AM
Amentum and the power of my global readership
At the "Best Ideas" dinner in Washington DC, reader Adam Rossi presented an idea that was "not yet followed by analysts" and "no one knew or cared about the stock".
Amentum has since been discovered – and its share price has doubled.
At the "Best Ideas" dinner in Washington DC, reader Adam Rossi presented an idea that was "not yet followed by analysts" and "no one knew or cared about the stock".
Amentum has since been discovered – and its share price has doubled.
Just five companies rule 50% of the entire large-yacht market 💪
Among these power players, two are publicly listed: Ferretti and Sanlorenzo.
Are they worth a closer look?
www.undervalued-shares.com/weekly-dispa...
Among these power players, two are publicly listed: Ferretti and Sanlorenzo.
Are they worth a closer look?
www.undervalued-shares.com/weekly-dispa...
December 4, 2025 at 8:20 AM
Just five companies rule 50% of the entire large-yacht market 💪
Among these power players, two are publicly listed: Ferretti and Sanlorenzo.
Are they worth a closer look?
www.undervalued-shares.com/weekly-dispa...
Among these power players, two are publicly listed: Ferretti and Sanlorenzo.
Are they worth a closer look?
www.undervalued-shares.com/weekly-dispa...
Italy owns the superyacht game: six out of ten superyachts were born in Italian shipyards 🇮🇹
Turkey and the Netherlands, at roughly 10% each, can only watch from afar.
www.undervalued-shares.com/weekly-dispa...
Turkey and the Netherlands, at roughly 10% each, can only watch from afar.
www.undervalued-shares.com/weekly-dispa...
December 3, 2025 at 7:54 AM
Italy owns the superyacht game: six out of ten superyachts were born in Italian shipyards 🇮🇹
Turkey and the Netherlands, at roughly 10% each, can only watch from afar.
www.undervalued-shares.com/weekly-dispa...
Turkey and the Netherlands, at roughly 10% each, can only watch from afar.
www.undervalued-shares.com/weekly-dispa...
Luxury yachting is booming: the global superyacht fleet has grown six-fold since 1990.
More than 6,000 now cruise the seas, with another 700 on the way 🛥️
www.undervalued-shares.com/weekly-dispa...
More than 6,000 now cruise the seas, with another 700 on the way 🛥️
www.undervalued-shares.com/weekly-dispa...
December 2, 2025 at 10:30 AM
Luxury yachting is booming: the global superyacht fleet has grown six-fold since 1990.
More than 6,000 now cruise the seas, with another 700 on the way 🛥️
www.undervalued-shares.com/weekly-dispa...
More than 6,000 now cruise the seas, with another 700 on the way 🛥️
www.undervalued-shares.com/weekly-dispa...
Italian luxury yachts – two undiscovered growth plays
Italian yacht makers Ferretti and Sanlorenzo offer direct exposure to the fast-growing luxury yacht industry.
With both stocks offering 50% upside, investors should take a closer look.
Italian yacht makers Ferretti and Sanlorenzo offer direct exposure to the fast-growing luxury yacht industry.
With both stocks offering 50% upside, investors should take a closer look.
November 28, 2025 at 4:19 PM
Italian luxury yachts – two undiscovered growth plays
Italian yacht makers Ferretti and Sanlorenzo offer direct exposure to the fast-growing luxury yacht industry.
With both stocks offering 50% upside, investors should take a closer look.
Italian yacht makers Ferretti and Sanlorenzo offer direct exposure to the fast-growing luxury yacht industry.
With both stocks offering 50% upside, investors should take a closer look.
UK small- and mid-caps are trading at valuations not seen in decades 🇬🇧
Here's one company that stands out from the pack – and could deliver a rapid 20-45% return 👇
www.undervalued-shares.com/reports/inve...
Here's one company that stands out from the pack – and could deliver a rapid 20-45% return 👇
www.undervalued-shares.com/reports/inve...
British M&A opportunity - Undervalued Shares
UK small- and mid-caps are at decade-low valuations — this fast-growing, debt-free London-listed company looks poised for major corporate action with meaningful upside potential.
www.undervalued-shares.com
November 25, 2025 at 8:33 AM
UK small- and mid-caps are trading at valuations not seen in decades 🇬🇧
Here's one company that stands out from the pack – and could deliver a rapid 20-45% return 👇
www.undervalued-shares.com/reports/inve...
Here's one company that stands out from the pack – and could deliver a rapid 20-45% return 👇
www.undervalued-shares.com/reports/inve...
Value Investing in a Global Setting – Risk Perception versus Reality
Should value investors avoid (or embrace) frontier and emerging markets?
Pavel Begun of 3G Capital Management shared his insights at the annual Explorer Summit in Florida.
A (shortened) transcript.
Should value investors avoid (or embrace) frontier and emerging markets?
Pavel Begun of 3G Capital Management shared his insights at the annual Explorer Summit in Florida.
A (shortened) transcript.
November 24, 2025 at 5:49 PM
Value Investing in a Global Setting – Risk Perception versus Reality
Should value investors avoid (or embrace) frontier and emerging markets?
Pavel Begun of 3G Capital Management shared his insights at the annual Explorer Summit in Florida.
A (shortened) transcript.
Should value investors avoid (or embrace) frontier and emerging markets?
Pavel Begun of 3G Capital Management shared his insights at the annual Explorer Summit in Florida.
A (shortened) transcript.
✅ Operating in two fast-growing markets.
✅ Profitable and debt-free.
✅ Shareholder capital returns on the cards.
➡️ A company in the crosshairs of a takeover bid?
www.undervalued-shares.com/reports/inve...
✅ Profitable and debt-free.
✅ Shareholder capital returns on the cards.
➡️ A company in the crosshairs of a takeover bid?
www.undervalued-shares.com/reports/inve...
British M&A opportunity - Undervalued Shares
UK small- and mid-caps are at decade-low valuations — this fast-growing, debt-free London-listed company looks poised for major corporate action with meaningful upside potential.
www.undervalued-shares.com
November 23, 2025 at 6:35 AM
✅ Operating in two fast-growing markets.
✅ Profitable and debt-free.
✅ Shareholder capital returns on the cards.
➡️ A company in the crosshairs of a takeover bid?
www.undervalued-shares.com/reports/inve...
✅ Profitable and debt-free.
✅ Shareholder capital returns on the cards.
➡️ A company in the crosshairs of a takeover bid?
www.undervalued-shares.com/reports/inve...
📈 Hot off the press: British M&A opportunity
Introducing: the fast-growing, debt-free London-listed company that looks poised for major corporate action with meaningful upside potential.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Introducing: the fast-growing, debt-free London-listed company that looks poised for major corporate action with meaningful upside potential.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
British M&A opportunity - Undervalued Shares
UK small- and mid-caps are at decade-low valuations — this fast-growing, debt-free London-listed company looks poised for major corporate action with meaningful upside potential.
www.undervalued-shares.com
November 21, 2025 at 1:52 PM
📈 Hot off the press: British M&A opportunity
Introducing: the fast-growing, debt-free London-listed company that looks poised for major corporate action with meaningful upside potential.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Introducing: the fast-growing, debt-free London-listed company that looks poised for major corporate action with meaningful upside potential.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Tax Receivable Agreements – an emerging asset class?
Are tax assets the largest asset class that hardly anyone has ever spent time thinking about?
And will the buying and selling of TRAs grow into a widely recognised investment class?
Are tax assets the largest asset class that hardly anyone has ever spent time thinking about?
And will the buying and selling of TRAs grow into a widely recognised investment class?
November 14, 2025 at 7:25 AM
Tax Receivable Agreements – an emerging asset class?
Are tax assets the largest asset class that hardly anyone has ever spent time thinking about?
And will the buying and selling of TRAs grow into a widely recognised investment class?
Are tax assets the largest asset class that hardly anyone has ever spent time thinking about?
And will the buying and selling of TRAs grow into a widely recognised investment class?
Eurasia Mining – 1,000% from selling Russian assets?
For investors looking to make a lot of money quickly, broken assets that others dismiss as garbage are often what makes a fortune.
Could Britain's Eurasia Mining be one such case?
For investors looking to make a lot of money quickly, broken assets that others dismiss as garbage are often what makes a fortune.
Could Britain's Eurasia Mining be one such case?
November 7, 2025 at 8:20 AM
Eurasia Mining – 1,000% from selling Russian assets?
For investors looking to make a lot of money quickly, broken assets that others dismiss as garbage are often what makes a fortune.
Could Britain's Eurasia Mining be one such case?
For investors looking to make a lot of money quickly, broken assets that others dismiss as garbage are often what makes a fortune.
Could Britain's Eurasia Mining be one such case?
This company once traded like a growth darling. Then sentiment turned – and the stock fell 70% 📉
But behind the headline drop lies a story that's far from broken... 👇
www.undervalued-shares.com/reports/inve...
But behind the headline drop lies a story that's far from broken... 👇
www.undervalued-shares.com/reports/inve...
Barbarians at the Gate? - Undervalued Shares
This stock is a textbook example of "buying growth at value prices". Will 2026 bring a gradual re-rating? Could a bidder strike?
www.undervalued-shares.com
November 5, 2025 at 6:41 AM
This company once traded like a growth darling. Then sentiment turned – and the stock fell 70% 📉
But behind the headline drop lies a story that's far from broken... 👇
www.undervalued-shares.com/reports/inve...
But behind the headline drop lies a story that's far from broken... 👇
www.undervalued-shares.com/reports/inve...
✅ Nearly 10% cash flow yield.
✅ A price/earnings ratio of 10.
✅ A price-to-sales multiple less than one-third of what a comparable company was bought for recently.
Is this billion-pound company the next takeover target?
www.undervalued-shares.com/reports/inve...
✅ A price/earnings ratio of 10.
✅ A price-to-sales multiple less than one-third of what a comparable company was bought for recently.
Is this billion-pound company the next takeover target?
www.undervalued-shares.com/reports/inve...
Barbarians at the Gate? - Undervalued Shares
This stock is a textbook example of "buying growth at value prices". Will 2026 bring a gradual re-rating? Could a bidder strike?
www.undervalued-shares.com
November 3, 2025 at 5:52 AM
✅ Nearly 10% cash flow yield.
✅ A price/earnings ratio of 10.
✅ A price-to-sales multiple less than one-third of what a comparable company was bought for recently.
Is this billion-pound company the next takeover target?
www.undervalued-shares.com/reports/inve...
✅ A price/earnings ratio of 10.
✅ A price-to-sales multiple less than one-third of what a comparable company was bought for recently.
Is this billion-pound company the next takeover target?
www.undervalued-shares.com/reports/inve...
📈 Hot off the press: Barbarians at the Gate?
Introducing: the stock that should appeal to private equity bidders or billionaires hunting for a trophy asset.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Introducing: the stock that should appeal to private equity bidders or billionaires hunting for a trophy asset.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Barbarians at the Gate? - Undervalued Shares
This stock is a textbook example of "buying growth at value prices". Will 2026 bring a gradual re-rating? Could a bidder strike?
www.undervalued-shares.com
October 31, 2025 at 5:15 PM
📈 Hot off the press: Barbarians at the Gate?
Introducing: the stock that should appeal to private equity bidders or billionaires hunting for a trophy asset.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Introducing: the stock that should appeal to private equity bidders or billionaires hunting for a trophy asset.
Latest stock pick out now 👇
www.undervalued-shares.com/reports/inve...
Save the date: Litigation investing online event
Undervalued Shares proudly presents: "Weird Shit Investing (Special Edition): Opportunities in Litigation Investing".
Putting the spotlight on one of the most fascinating and overlooked corners of the market.
Save 25 Feb 2026!
Undervalued Shares proudly presents: "Weird Shit Investing (Special Edition): Opportunities in Litigation Investing".
Putting the spotlight on one of the most fascinating and overlooked corners of the market.
Save 25 Feb 2026!
October 31, 2025 at 10:49 AM
Save the date: Litigation investing online event
Undervalued Shares proudly presents: "Weird Shit Investing (Special Edition): Opportunities in Litigation Investing".
Putting the spotlight on one of the most fascinating and overlooked corners of the market.
Save 25 Feb 2026!
Undervalued Shares proudly presents: "Weird Shit Investing (Special Edition): Opportunities in Litigation Investing".
Putting the spotlight on one of the most fascinating and overlooked corners of the market.
Save 25 Feb 2026!
ZIGUP – acquisition target with 100-200% upside
ZIGUP PLC is a London-listed company with a GBP 800m market cap. If (or when) it ends up with a bidder, the stock should have 100-200% upside.
A peek at the investment case, presented at the recent Passive Investor Event in Texas.
ZIGUP PLC is a London-listed company with a GBP 800m market cap. If (or when) it ends up with a bidder, the stock should have 100-200% upside.
A peek at the investment case, presented at the recent Passive Investor Event in Texas.
October 27, 2025 at 11:34 AM
ZIGUP – acquisition target with 100-200% upside
ZIGUP PLC is a London-listed company with a GBP 800m market cap. If (or when) it ends up with a bidder, the stock should have 100-200% upside.
A peek at the investment case, presented at the recent Passive Investor Event in Texas.
ZIGUP PLC is a London-listed company with a GBP 800m market cap. If (or when) it ends up with a bidder, the stock should have 100-200% upside.
A peek at the investment case, presented at the recent Passive Investor Event in Texas.
Zion Oil & Gas: could Israel's #1 shit co finally take off?
Lately, some of the worst mining stocks have turned into the market's biggest winners – such as The Metals Company, up 10x since early 2025.
Could similar opportunities be lurking among energy shit cos?
Lately, some of the worst mining stocks have turned into the market's biggest winners – such as The Metals Company, up 10x since early 2025.
Could similar opportunities be lurking among energy shit cos?
October 17, 2025 at 8:27 AM
Zion Oil & Gas: could Israel's #1 shit co finally take off?
Lately, some of the worst mining stocks have turned into the market's biggest winners – such as The Metals Company, up 10x since early 2025.
Could similar opportunities be lurking among energy shit cos?
Lately, some of the worst mining stocks have turned into the market's biggest winners – such as The Metals Company, up 10x since early 2025.
Could similar opportunities be lurking among energy shit cos?
European telecoms – opportunity hiding in plain sight
Over the past 14 months, the stocks of European telecoms operators have outperformed their domestic markets.
Read on for two specific stocks with upside potential of 233% and 153%, respectively.
Over the past 14 months, the stocks of European telecoms operators have outperformed their domestic markets.
Read on for two specific stocks with upside potential of 233% and 153%, respectively.
October 10, 2025 at 1:23 PM
European telecoms – opportunity hiding in plain sight
Over the past 14 months, the stocks of European telecoms operators have outperformed their domestic markets.
Read on for two specific stocks with upside potential of 233% and 153%, respectively.
Over the past 14 months, the stocks of European telecoms operators have outperformed their domestic markets.
Read on for two specific stocks with upside potential of 233% and 153%, respectively.
3 investment ideas from last night's reader dinner
Undervalued Shares reader dinners have become an invaluable source of investment ideas.
Read on for a (non-polished) summary of three stock picks presented at last night's gathering in London. Intel you won't find anywhere else!
Undervalued Shares reader dinners have become an invaluable source of investment ideas.
Read on for a (non-polished) summary of three stock picks presented at last night's gathering in London. Intel you won't find anywhere else!
October 3, 2025 at 11:48 AM
3 investment ideas from last night's reader dinner
Undervalued Shares reader dinners have become an invaluable source of investment ideas.
Read on for a (non-polished) summary of three stock picks presented at last night's gathering in London. Intel you won't find anywhere else!
Undervalued Shares reader dinners have become an invaluable source of investment ideas.
Read on for a (non-polished) summary of three stock picks presented at last night's gathering in London. Intel you won't find anywhere else!
A short-term trading opportunity AND a longer-term recovery play?
Yes, please!
This stock could be gearing up for a quick 20-30% gain, with 3-4x potential over the next two years 👇
www.undervalued-shares.com/reports/inve...
Yes, please!
This stock could be gearing up for a quick 20-30% gain, with 3-4x potential over the next two years 👇
www.undervalued-shares.com/reports/inve...
Rebound play - Undervalued Shares
Once left for dead, this stock now looks poised for a quick 20-30% gain – and a potential 3–4x longer term.
www.undervalued-shares.com
September 30, 2025 at 5:44 AM
A short-term trading opportunity AND a longer-term recovery play?
Yes, please!
This stock could be gearing up for a quick 20-30% gain, with 3-4x potential over the next two years 👇
www.undervalued-shares.com/reports/inve...
Yes, please!
This stock could be gearing up for a quick 20-30% gain, with 3-4x potential over the next two years 👇
www.undervalued-shares.com/reports/inve...