Bill Ackman’s London-listed investment fund is a low-maintenance coin bank. Following the share’s recent drop, long-term investors should take a look.
Pershing Square Holdings – an evergreen investment?
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Weekly dispatches
Swen Lorenz
The shoplifting epidemic – an investment opportunity?
How the explosion of shoplifting, the general decline of law and order, and societal decay make for new investment opportunities.
Roll-ups – how to invest in industry consolidators and serial acquirers
Companies that grow through acquiring many other companies can produce stunning gains. How to find them?
EarthLabs – a smarter way to play the mining sector?
EarthLabs is a world-leading digital platform for the mining business. Its stock appears almost ludicrously cheap. Does it hold up to scrutiny?
Radium – the rare metal worth 120,000x the price of gold
Demand from Big Pharma has turned radium into the world’s hottest commodity. A remarkable investment opportunity awaits.
Alico – a land giant hiding in plain sight
Nasdaq-listed Alico owns large tracts of land in Florida. Will the state’s influx of residents finally get the stock moving?
Pampa Energía – the outperformer that keeps on giving
The stock of Argentinean energy company Pampa Energía is up 400% since May 2021. It could keep rising further.
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?
