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
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?
Concentrated bets – how the world’s best value investors got rich
Many of the world’s richest value investors ignored all advice about not putting all your eggs into one basket. Should you, too, turn diversification on its head?
Blogs to watch (part 21): Paladin Asset Management
Would you like free access to the investment ideas of award-winning fund managers? Paladin Asset Management’s little-known blog is a treasure trove of original thinking.
The “best” coronavirus vaccine and an undervalued stock?
Only 25% of the world have been vaccinated against the coronavirus. Can vaccine company Novavax profit from the other 75%, and make vaccine sceptics fall in love with it?
Gazprom, Russia’s retail investor renaissance, and a top 40 list
Russia is the world’s #1 market for dividend yield. The stock of Gazprom has doubled since 2019. Which other Russian equities will become dividend highflyers?
Takeover fever in Brexit Britain – which companies will receive a lucrative bid?
The London stock market is experiencing an unprecedented number of takeover bids. The slew of bids at unusually high premiums is bound to continue.
