Weekly dispatches
Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
MOST POPULAR WEEKLY DISPATCHES
How I work (part 2): The 10 worst mistakes of my investing career
The value of going against groupthink
Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq
Ferrari – the company, the stock, and my car
11 highlights from our dinner with Kuppy
Sark – bidding for the Barclay estate and going public
USA – the unstoppable juggernaut?
Hungary investor trip – what we learned
"The art of execution": how to manage your own portfolio
Falkland Islands – a star is born
The soaring share price of Rockhopper Exploration has put the Falkland Islands back in focus. Is it too late to jump on the bandwagon?
European bank stocks – yet another stellar year ahead?
Once maligned and ignored, European bank stocks have just had another year of strong returns. Which stocks could benefit from the momentum?
5 more British small-cap stocks worth digging into
Valuations of some British stocks are ridiculously low. This could be a generational investment opportunity for small-cap sleuths.
Sark – it’s not a big deal
I had mobilised GBP 30m to buy a portfolio of real estate in Sark, with plans to IPO the company. How did it go, and what may happen next?
Guyana and the mystery of the largest ranch in the Americas
Guyana could become the world’s richest country. Besides oil and gas stocks, it also entails an unknown, century-old land company.
3 British small-cap stocks worth digging into
The City of London is struggling to figure out its future. Could it emerge yet stronger? What are some British stocks to look at now?
Pershing Square Holdings – an evergreen investment?
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.
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?
