Weekly dispatches

Month: March 2020
Gazprom – is it now or never?

Gazprom – is it now or never?

Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.

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Blogs to watch (part 6): Cody Shirk

Blogs to watch (part 6): Cody Shirk

Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are seven reasons why I love his writing.

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100x if Trump buys Greenland?

100x if Trump buys Greenland?

For professional investors and anyone who is curious about the future of Greenland, this is THE report to look at.

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Dominant, fast-growing tech play in emerging markets

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2-2.5x from an investment holding liquidation

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