Weekly dispatches
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
How I work (part 2): The 10 worst mistakes of my investing career
The value of going against groupthink
Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq
Ferrari – the company, the stock, and my car
11 highlights from our dinner with Kuppy
Sark – bidding for the Barclay estate and going public
USA – the unstoppable juggernaut?
Hungary investor trip – what we learned
"The art of execution": how to manage your own portfolio
Human bones – an emerging asset class?
Prices for dinosaur skeletons have gone vertical. Will rare human bones experience a similar boom?
The Metals Company – a multi-bagger if Trump aims for resource autarky?
Deep-sea mining could reshape the world’s supply of key minerals. The Metals Company could be at the heart of it.
Shorting vaccine stocks – the next chapter?
The stocks of pandemic vaccine makers have been decimated. What’s next for these companies – devastating lawsuits or a surprise recovery?
The New York Times – failing or prevailing?
The media industry remains in turmoil, further fuelled by the recent US election results. How will The New York Times do during this new era?
Falkland Islands – a star is born
The soaring share price of Rockhopper Exploration has put the Falkland Islands back in focus. Is it too late to jump on the bandwagon?
European bank stocks – yet another stellar year ahead?
Once maligned and ignored, European bank stocks have just had another year of strong returns. Which stocks could benefit from the momentum?
5 more British small-cap stocks worth digging into
Valuations of some British stocks are ridiculously low. This could be a generational investment opportunity for small-cap sleuths.
Sark – it’s not a big deal
I had mobilised GBP 30m to buy a portfolio of real estate in Sark, with plans to IPO the company. How did it go, and what may happen next?
Guyana and the mystery of the largest ranch in the Americas
Guyana could become the world’s richest country. Besides oil and gas stocks, it also entails an unknown, century-old land company.
3 British small-cap stocks worth digging into
The City of London is struggling to figure out its future. Could it emerge yet stronger? What are some British stocks to look at now?
Pershing Square Holdings – an evergreen investment?
Bill Ackman’s London-listed investment fund is a low-maintenance coin bank. Following the share’s recent drop, long-term investors should take a look.
The shoplifting epidemic – an investment opportunity?
How the explosion of shoplifting, the general decline of law and order, and societal decay make for new investment opportunities.
