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
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!
Gazprom has gone vertical – which other bombed-out energy stock to look at next?
Exploding gas prices have done wonders for Gazprom, Russia’s largest energy stock. Which other crisis-ridden country offers a similar ground-floor opportunity?
Burberry – the next takeover target?
The wave of takeovers in the UK continues unabated. Will shareholders of legendary British fashion brand Burberry soon receive a lucrative offer?
Woke CEOs – bad for your investment performance?
“Go woke, go broke” has become a well-known saying. Does it stack up against the evidence?
The Economist: a good investment?
It’s little-known, but The Economist has over 1,000 shareholders. It’s akin to an exclusive club, which rather wants to keep you out. Will you be able to buy stock regardless – and could a proper IPO beckon?
Blogs to watch (part 22): Asian Century Stocks
Would you like to learn more about investments in Asia, but haven’t found the right resource yet? Asian Century Stocks will help you broaden your horizon.
How (and why) you should exploit the European equity markets
Europe has dozens of languages and legal systems, and its economies are famously anaemic. It’s still one of the world’s best places to invest in right now, though. How come?
3 British real estate companies that could receive a takeover bid
7 bids already for British real estate companies during the first half of 2021, and investors made an average of 30% overnight. Where are bidders going to strike next?
