Will Big Technologies follow defence stocks as another non-consensus investment about to boom?
Big Technologies – betting on illegal immigration
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Weekly dispatches
Month: February 2024
SJM – time to dip into Macau?
SJM Holdings was ground to a pulp by Macau’s ten-year bear market. Can it ever return to its former glory?
AppFolio – the future Microsoft for property managers?
AppFolio aims to be the operating system for property managers. Another “capital light” way to get exposure to real estate?
Weird Shit Investing – inaugural conference and manual
A new bi-continental event for the misfits and iconoclasts of the investment industry. Plus a free manual with fresh investment ideas.
