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
Blogs to watch (part 18): Mostly Borrowed Ideas
Mostly Borrowed Ideas is such a good blog that it might render me unemployed. Quite a few of my readers may subscribe there instead.
Bougainville Copper – new game, new luck?
Every other year, the controversial shell of a company attracts another major round of speculation. Is it about to happen yet again?
Will exploding food prices help Argentina to a 180-degree turn?
Argentina has a long history of rewarding those who place anti-cyclical bets on its ability to recover from deep crises. The country may soon get lucky again.
Industry roll-ups or The SPAC-based IPO of Vintage Wine Estates
Consolidating a fragmented industry is a highly lucrative investment strategy. This American wine company provides a real-life case study.
Digital Decolonisation (part 3): David Halpert on tech nationalism, unexplored pioneer markets, and a 2021 top pick
In the final part of the DigDec series, David Halpert, the founder of Prince Street Capital Management, gives an outlook for the coming years as well as practical insights for investors.
Digital Decolonisation (part 2): 7 times your money from Fawry, Egypt’s answer to PayPal
Developing countries are increasingly growing their own tech companies. Meet Fawry, an electronic payment provider and Egypt’s answer to PayPal.
Digital Decolonisation (part 1): A rock star investment theme for the 2020s?
We had BRICs, FAANGs, and even FAANG-BATs. These investment trends have made fortunes for early investors. What’s next?
Lockdown visit in London – 9 weeks of studying trends and investment ideas
New (and old!) investment ideas from the UK, and other musings from my research trip to the UK’s capital.
Blogs to watch (part 17): value and opportunity
A German blogger who writes about small- and mid-caps in English only – does that sound familiar? value and opportunity is a blog written by a kindred spirit.
The Amazon of Iran – 10, 50 or 100 times your money by investing via Sweden?
Is Iran’s Digikala the world’s most exciting stock in e-commerce investing? A Swedish investment holding believes it is.
Is the UK stock market finally ready to fly high?
The UK’s 10m vaccination milestone, a new IPO boom driven by tech, and surging M&A activity. Here are three topics for playing the London market.
Adventures in London – and some different perspectives for investors
Spending the past four weeks in the UK’s capital, I wanted to share my impressions. Upon closer inspection, not all is what it seems.
