Weekly dispatches

Month: August 2019
SBM or How to (easily!) own a piece of Monaco

SBM or How to (easily!) own a piece of Monaco

Hot off the press: my 76-page research report about the Société des Bains de Mer et du Cercle des Etrangers à Monaco S.A. (SBM). Recently, SBM shares once again gathered steam. Is it time to buy again?

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Dominant, fast-growing tech play in emerging markets

Dominant, fast-growing tech play in emerging markets

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2-2.5x from an investment holding liquidation

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Ukraine reconstruction: one stock to benefit

Ukraine reconstruction: one stock to benefit

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