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
Learning Technologies Group – an upcoming ‘forced’ takeover?
Britain’s talent management company Learning Technologies Group would benefit from becoming American. Will it soon receive a bid from the US?
Cash isn’t dead – and this stock stands to benefit
British banknote producer De La Rue is officially earmarked for a break-up and sale. The stock should gain 40-60% over the next 12 months.
eVTOLs – time to (finally) bet on flying cars?
Plans for air taxis at the Paris Olympics were scrapped. Could this be the point of maximum pessimism for eVTOL stocks?
ADVFN – the world’s cheapest fintech stock?
London-listed information provider ADVFN is a murky micro-cap which could rise by 100x.
San Francisco real estate – a proxy for the death of woke?
San Francisco is a global symbol for “progressive” policies leading to an urban hellscape. Is now the time for contrarians to dip in?
Ukraine reconstruction – which stocks will benefit?
Ukrainian President Zelensky seems open to direct peace talks with Russia. Which stocks could benefit from a potential reconstruction boom?
Helios Underwriting – down the rabbit hole of Lloyd’s of London’s insurance market
Little-known Helios Underwriting is a clever back-door entry to the lucrative Lloyd’s insurance market.
Falkland Islands – the next big thing?
The remote Falkland Islands are about to give the go-ahead for oil production. Two London-listed companies will benefit mightily.
Sark bid – decision time
The Sark Property Company will shortly release its deck for a Series A funding round. Here’s what’s been going on behind the scenes.
Denmark investor trip – what we learned
Two days of nonstop fact-finding in and around Copenhagen. Here is what you’ve missed.
26 “weird shit” investing ideas
Genuinely original, outside-the-box investment ideas from the bi-continental inaugural Weird Shit Investing conference – all wrapped up in a free manual.
Yoma Strategic – betting on peace in Myanmar
Myanmar’s civil war seems to be taking a turn. Singapore-listed Yoma Strategic offers exposure to this crisis investing situation.
