Are Deutsche Bank shares a buy or a sell? Nobody seems to know!
Deutsche Bank – a case-study for “When in doubt, don’t invest”
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Weekly dispatches
Year: 2019
McDonald’s 1,400% resurgence – and what it teaches you about mainstream Zeitgeist
McDonald’s shares proved everyone wrong, making a small fortune for anyone who had the guts to go against conventional wisdom.
Uzbekistan – the door is now wide open for you
Enter the first LSE-listed Uzbekistan fund which will finally make investing in this frontier country accessible.
The sun is always shining somewhere – for your investments, too!
Why not be very ambitious and try to always be at the best (sunny) spot with your investments?
Sifting through the Woodford rubble – can we make money off his misery?
It’s likely game over for Woodford Investment Management. Neil Woodford’s portfolio might still offer some real gems worth looking at, though.
Lindblad Expeditions or “How to invest in products you actually enjoy”
Lindblad isn’t just any ordinary cruise ship operator. Its products never disappoint, customers keep coming back and growth prospects are excellent.
The AA’s car-crash IPO – can it now turn around its fortunes?
The AA PLC has seen its share price crash by 87%. What lessons can be learned from the IPO failure, and is now the time to buy into the company at rock-bottom prices?
Gazprom, perception gaps, and how to make money off both
The investment case of Gazprom perfectly illustrates how a perception gap looks like. How did the initial phase of this gap closing unfold?
Goodbye, Facebook… Hello, equity-focussed Private Social Network
I left Facebook to improve my arsenal of research tools and to focus on growing this blog. But what about Facebook shares, are they still worth holding?
Don’t invest in it if they don’t call you crazy!
Is your investment thesis worth investigating in more detail? Expose it to others to find out!
A research trip to Monaco – and a trip down memory lane
Property company SBM was one of the most unusual investment bargains. Could it be even more undervalued today than it was back in 2004? I’ll find out.
A takeover target for quick profits – and a revival of my old books
My latest research report features an attractive case for placing a bet on a coming takeover bid.
