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
Lloyd’s of London – a secular new theme?
Insurance market Lloyd’s of London wants to double in size. How can private investors participate in the opportunity?
Readers meet readers – and everyone gets new ideas
My readers are an incredible pool of investment ideas and sector knowledge. Does it pay to bring them together?
Membership Collective Group – benefitting from the boom in private membership clubs?
Private clubs are having a moment, and Membership Collective Group owns one of the world’s best-known club brands. Following its 75% drop, is the stock a buy?
Small-cap stocks – big problems, or big opportunities?
Will small caps be the biggest winners of the next few years, or will they lag the overall market?
Petrolina Holdings – a secret Cyprus real estate fund
Petrolina Holdings is Cyprus’s largest oil company. It also owns a vast stretch of beachside land. Is the stock about to experience a revaluation?
Butterfield – a “Plan B” bank option that you can invest in
High-net-worth individuals are looking to diversify their wealth. Butterfield is an interesting option – for both banking and investing.
How to benefit from PayPal’s censorship policy
The market punished PayPal for its recent user policy “error”. Will we see new competitors emerge as a result? Is there a clever way for private investors to benefit?
European bank stocks – a surprise winner of higher interest rates
Large-cap European bank stocks have been out of favour for 14 years. Is now the time to take a closer look again?
A new oil boom in the Falkland Islands
Britain’s path to energy independence sparks new interest in its Overseas Territory, the Falkland Islands. Here is a fresh look at a subject that I already uncovered in 2004.
The pound sterling crash – which British stocks are now a screaming buy?
With the pound at a record low to the dollar, some British companies are now a bigger bargain than ever. What private investors need to know.
Bank of Cyprus – imminent bidding battle?
Bank of Cyprus is the country’s leading bank and listed in London. It recently attracted interest by private equity, and a bid could yield a 49% profit before year-end.
Bains Mer Monaco – a surprise coup for Monaco’s casino company
The share price of the Société des Bains de Mer has rallied to a new record, puzzling many observers. Here is why SBM stock has even further to run.
