The pandemic nearly broke the neck of most gym companies. The Gym Group could finally stage a recovery.
The Gym Group – 3x upside with this undervalued British small-cap
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Weekly dispatches
Swen Lorenz
Hong Kong investor trip – what we learned
Two days of nonstop fact-finding in Hong Kong. Here is what you’ve missed.
Hingham Institution for Savings or how to analyse stocks
The stock of regional US bank Hingham Institution for Savings became a 100-bagger. Now down 50% from its high, is it once again a buy?
Olive oil – how to invest in ‘liquid gold’
The price of olive oil has gone up by a multiple since 2020. How can private investors tap into this market?
Condor Gold – learnings from a takeover saga
London-listed Condor Gold is a promising bid target with >50% upside. It’s been a drawn-out experience up to now, but there is plenty you can learn from it.
Signature Bank – why the 36,000% rise in 7 months?
The stock of infamous Signature Bank has risen by a factor of 350x since October 2023. What’s the story, and is there more to come?
MarketReader – helping to understand markets in real time
MarketReader is a new tool designed to understand markets in real time. Its founder, Jens Nordvig, wants it to be available to millions of investors.
How to run a concentrated, global value investing portfolio – by Isaac Schwartz
New York-based portfolio manager Isaac Schwartz is passionate about global, unconstrained, and value-focused investing. What can we learn from him?
Allfunds – a takeover target in wealth tech
Allfunds is one of Europe’s hidden technology champions. A lucrative bid is probably just a matter of time.
Ørsted – will Denmark’s fallen angel rise again?
Ørsted, the Danish market leader for offshore wind farms, has suffered a serious fall from grace. Will it turn around?
The battle for ASOS – crunch time?
Online fashion retailer ASOS is struggling financially, but its 23m active customers are a valuable asset. Two billionaires and a hedge fund are vying for control.
Asana – the world’s largest ever insider purchases
What made the CEO of American software firm Asana carry out USD 1bn+ of insider buying?
