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
5 promising takeover candidates in Britain
The weak pound sterling makes British companies even cheaper for foreign bidders. What are the likely bid targets?
The strong ruble – what is it telling us?
Russia’s ruble was supposed to turn into “rubble”, but it became a “double” instead. How does this impact private investors?
Gazprom & Co: what to do with Russian ADRs?
Russian ADRs are getting delisted from Western exchanges. What will happen next? Here is what we know so far.
Capital controls – a return to the 1970s?
We thought we had left behind restrictions on the international movement of capital. Will they make the same kind of comeback as inflation just did?
Investment finds in Ecuador
Ecuador might not be on the radar of equity investors, but its host of natural resources and tourism make it worth a closer look.
Blogs to watch (part 27): Young Money Blog
How can you prepare your children for managing wealth? Iona Bain and her Young Money Blog have the answer.
Peak problem – is the worst over yet?
Risk of nuclear war, record inflation levels, and potential energy shortages. Are we at the point of maximum market pessimism?
Ukrainian agriculture stocks – land for 15 dollars an acre?
There are six Ukrainian agriculture companies that you can buy shares of, even now. Are they the ultimate crisis bargain?
Bougainville Copper: it’s looking serious this time
After many false starts, the eventual reopening of the giant Panguna copper mine in Bougainville could finally be getting closer.
Blogs to watch (part 26): QTR’s Fringe Finance
“Quoth the Raven” is one of the world’s most successful investment blogs, and deservedly so. I read every single article its author, Christopher Irons, publishes.
Roman Fuzaylov on opportunities in the wake of the Ukraine crisis
Roman Fuzaylov, fund manager at Prince Street Capital Management, sold all his Russian stocks on time. I picked his brain about his view of the world and investment ideas.
Ukraine crisis – where do we go from here?
The world as it existed just three weeks ago is not coming back. What are the investment implications, and what ideas is Undervalued-Shares.com working on?
