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
The Baby Amazon of South America – now on sale!
In China, 52% of all retail purchases are made online. In South America, it’s 6%. This South American e-commerce stock will benefit when the market finally catches up.
The Gartner Hype Cycle in real life: e-commerce stocks in emerging markets
How to apply the simple but effective Gartner Hype Cycle in practice? Meet the group of stocks that fits right into this analysis tool.
The Gartner Hype Cycle – a tool to always keep in mind!
There is one very simple rule that has proven invaluable during my investment career. It’s too effective and important not to share with you.
SeaWorld Entertainment – why an “uninvestable” stock rose by over 500%
In 2013, SeaWorld Entertainment got shamed over its treatment of orcas. Many believed the stock would never recover, but it’s now at an all-time high. What happened?
Blogs to watch (part 24): Sunday’s Idea Brunch (Edwin Dorsey)
Which investors and fund managers deserve more attention? Discover those “underfollowed” investors in Sunday’s Idea Brunch, Edwin Dorsey’s latest blog.
Petershill Partners – the holding company that Goldman Sachs wants to succeed
Petershill Partners is a newly IPOed specialist fund manager that is complex and opaque. It’s worth keeping an eye on, though, for that very reason.
The value of going against groupthink
Last week, I had no access to the Internet (and the world). This period off the grid sparked a whole series of thoughts on how independent thinking can make you thrive.
Loma Negra – the Argentinean value play with a p/e of 2
To find deep value, look at out-of-favour countries. Argentina’s Loma Negra has a dominant market position, a solid balance sheet, and the prospect of a >20% dividend yield.
Woulda, coulda, shoulda – is Naked Wines a buy even after its 13% jump?
A US fund manager yesterday tipped Naked Wines as “the Netflix of wine”, and the stock is up considerably this week. Is it still worth a closer look?
Revisiting the Amazon of Iran – a final chance to get in?
Pomegranate Investment and Digikala proved a hit with my readers. Here’s another opportunity to subscribe to newly issued shares.
Blogs to watch (part 23): Good Investing
In-depth interviews, a focus on value investing, and a thriving community – Good Investing is one of the best investment websites in the world, and entirely for free!
Thungela – 350% quick profit from green insanity
Anglo American spun off its thermal coal division. “Green” funds were forced sellers, and rational buyers made a fortune. A new investment trend beckons – get in on it!
