Weekly dispatches

Year: 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

This emerging market tech champion does not need to hide behind Google, Apple or Amazon. Over the next 3-5 years, the stock could 5x.

2-2.5x from an investment holding liquidation

2-2.5x from an investment holding liquidation

This AIM-listed small-cap will likely return all its capital to shareholders. Underresearched by investors, it's an opportunity that shouldn't even exist – but it does.

Ukraine reconstruction: one stock to benefit

Ukraine reconstruction: one stock to benefit

If or when the war in Ukraine ends, this stock will likely become the focus of investor money pushing into the country.