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
US-Russia tunnel – a non-consensus investment idea?
Will the century-old dream of a land connection between the US and Eurasia finally take shape?
Chris Waller on how to use “sleuthing” to gain an edge
Uncovering non-public information to help you with your investment decisions? This article tells you how.
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?
Energy Transition Minerals – the crazy Greenland micro-cap
Australian micro-cap Energy Transition Minerals could hold the key for a US-Greenland-Denmark deal – as crazy as it may sound.
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?
