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Free weekly dispatches

Join my free weekly column to gain access to my investment insights - and my FREE eBook "Weird Shit Investing 2024 - The Manual".
Russian ADRs – light at the end of the tunnel?
Tens of thousands of Western investors own frozen ADRs and GDRs of Russian companies. Could the situation be resolved if peace comes to Ukraine?
Panthera Resources – multi-bagger legal claim?
London-listed Panthera Resources just closed a heavily oversubscribed placement. Why the demand for a seemingly defunct micro-company?
How to invest in iconic New York real estate
Some of New York’s most iconic buildings are traded on the stock market. Here are four examples of “real estate as equity”.
Rebuilding Ukraine – 99 stock ideas for a peace deal
A peace deal for Ukraine will steer significant funds towards private companies. Which stocks could benefit the most?
12 British small-caps worth digging into
A dozen ideas from Britain’s stock market, ranging from liquidation cases to overlooked growth stocks.
Kistos Holdings – will North Sea oil come in from the cold?
The stocks of North Sea oil producers have been left for dead. Could that soon change?
Latest Reports for Members
Buy Florida land – where it's still cheap!
28 February 2025
Florida is forever going through pronounced cycles, but with an upward trajectory overall.
It offers a combination of sunshine, seaside living, and low taxes – all while being in the United States of America rather than a Caribbean micro-state or a Latin American banana republic.
Much as the state has its issues, it's safe to assume that the secular trends that have been driving real estate values in Florida remain intact.
Over the next 5, 10 and 20 years, the Sunshine State is bound to do well.
Today's report deals with a region that could be Florida's most exciting part for the next 20 years.
There is one stock that allows you to easily get exposure to this investment theme.
Hong Kong, 19 June 2025
London, 24 June 2025
New York, 26 June 2025
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