Swen Lorenz: Drowning in Undervalued Shares

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Feb 14, 2025

Swen Lorenz, the mastermind behind Undervalued-Shares.com, navigates the exciting world of underappreciated investments. He shares his journey into niche markets, emphasizing how intuition guides his stock analysis. Swen discusses the impact of political shifts on valuations, highlighting gems like Kistos in energy. He also explores the tension between AI and traditional investment strategies, pondering the future of authenticity in a tech-driven world. Plus, his travel insights offer a unique lens for spotting investment opportunities globally.

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ADVICE

Originality in Investing

Prioritize originality: Focus on uncovering unique, off-the-beaten-path investment ideas.
Offer something new: If information is already widely available, there's little point in covering it.

INSIGHT

Catalyst and Repricing

A cheap stock isn't enough; a catalyst is crucial for price appreciation.
Look for bombed-out companies where situations improve from terrible to merely bad.

ANECDOTE

Greenland Investment

Swen Lorenz found a Greenland-related stock by researching political events.
The stock rose 3x after increased media attention and investor interest.

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Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path ideas, hated companies, and stocks that you've never heard of.

We spend over an hour discussing global value stocks, how Swen analyzes and ranks companies, and how he decides on what stocks to research in a world awash with ideas.

This episode is heavy on new ideas, process, and investor psychology.

We also touch on investing in the world of ChatGPT.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

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Marhelm

Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.