The stock of Argentinean energy company Pampa EnergÃa is up 400% since May 2021. It could keep rising further.
Weekly dispatches
Chris Pavese on asymmetry and mispricing
Chris Pavese has managed the Broyhill family’s wealth for 19 years. What can private investors learn from him?
ASMALLWORLD – the social network for the migratory rich?
Zurich-listed ASMALLWORLD is a unique social network. Will a new macrotrend and membership tier wake it up from its slumber?
The 0.1% refugee crisis – how to go long high-net-worth migration
How can public market investors benefit from the new megatrend of high-net-worth migration?
Ingles Markets – land reserves understated by 21x?
Ingles Markets is a regional US supermarket chain. Forensic research in government records shows that it owns more real estate than the market is aware of.
Learning Technologies Group – an upcoming ‘forced’ takeover?
Britain’s talent management company Learning Technologies Group would benefit from becoming American. Will it soon receive a bid from the US?
Cash isn’t dead – and this stock stands to benefit
British banknote producer De La Rue is officially earmarked for a break-up and sale. The stock should gain 40-60% over the next 12 months.
eVTOLs – time to (finally) bet on flying cars?
Plans for air taxis at the Paris Olympics were scrapped. Could this be the point of maximum pessimism for eVTOL stocks?
ADVFN – the world’s cheapest fintech stock?
London-listed information provider ADVFN is a murky micro-cap which could rise by 100x.
San Francisco real estate – a proxy for the death of woke?
San Francisco is a global symbol for “progressive” policies leading to an urban hellscape. Is now the time for contrarians to dip in?
Ukraine reconstruction – which stocks will benefit?
Ukrainian President Zelensky seems open to direct peace talks with Russia. Which stocks could benefit from a potential reconstruction boom?
Helios Underwriting – down the rabbit hole of Lloyd’s of London’s insurance market
Little-known Helios Underwriting is a clever back-door entry to the lucrative Lloyd’s insurance market.