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
Paradigm change for bombed-out junior mining stocks?
I have researched a little-noticed change in the gold mining market. It could soon make fortunes for shareholders of gold exploration companies.
Brexit special: a list of potential British takeover targets
Britain has recently seen a torrent of bids, and more are in the pipeline. Here is a list of ideas on how to benefit from takeover bids.
Is this the must-own e-commerce stock for 2021?
The only way for shareholders of Dutch online food delivery company Just East Takeaway.com is up.
Blogs to watch (part 15): Behind the Balance Sheet
How do you pick winning stocks? Check out high-quality resource “Behind the Balance Sheet” by British finance expert Steve Clapham.
FEMSA: the next e-commerce and fintech giant to emerge from Latin America?
Since I reported about MercadoLibre two years ago, its stock is up 400%. Does a similar development beckon at Mexico’s FEMSA?
The art and science of reading “Signals”
To predict markets, you need to know what’s happening in the world. I don’t review books often, but “Signals” is too good not to feature.
Twitter, Section 230 and the rise of the splinternet
Political pressure is bringing massive regulatory change to the Internet. Will the world’s most toxic social network emerge as a surprise winner?
Blogs to watch (part 14): scuttleblurb
If you enjoy learning how things work, investment website scuttleblurb will be for you.
Russia’s coming e-commerce IPO on Nasdaq – and a backdoor route to get in NOW
A leading Russian e-commerce company will shortly list on the US market. Here’s how to beat the crowd and invest before the IPO.
Investing in stock exchanges – why are some investors so keen on it?
Many stock exchanges are private enterprises and allow you to become a shareholder. Here is everything you need to know about them.
Pearson – turning a lumbering textbook giant into a digital racehorse
Europe’s biggest activist investor is pushing for change at one of the world’s leading publishing companies. Is now a good time to load up on Pearson stock?
Blogs to watch (part 13): Cliff’s Perspectives
Billionaires don’t usually write blogs. Cliff Asness is an exception, and his investment blog is just one of several ways to benefit from his insights.
