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
Sark – a small island goes viral (and a new 51-minute video)
Three weeks ago, I featured a highly unusual investment opportunity. The story ended up getting featured in media around the world.
Investor trip to Poland – last spaces!
If you ever wanted to learn more about Poland (and not just from an investing angle!), join me in Warsaw and Krakow this September.
Blogs to watch (part 11): Musings on Markets
Musings on Markets is a treasure trove for anyone trying to understand company valuations, corporate finance, and investment philosophy.
Sark: investment opportunity of a decade
Empty houses to do up (and invest in), and a potential new lifestyle for yourself – today’s Weekly Dispatch brings you a whole number of different angles!
Blogs to watch (part 10): Bawl Street Journal
The Bawl Street Journal isn’t a blog (nor a print publication anymore), but it’s still too good not to be featured!
Investing in Poland (part 3): a safe-and-steady macro play for the 2020s?
Where will Poland be in ten years? How can private investors latch onto the country’s growth?
Investing in Poland (part 2): Silicon Valley billionaire predicts “Golden Age”
If you have not yet considered investing in Polish tech companies, you are missing out.
Investing in Poland (part 1): Europe’s overlooked growth champion
Exciting investments are more likely found off the beaten track. My new three-part series takes you on a tour of one of the world’s cheapest stock markets: Poland.
2020 – the year for investing in Europe?
Doom-mongering about Europe is fashionable. But how realistic are these predictions? Could European markets even yield a surprise?
De La Rue: 130% gain in 24h despite the “end of cash”
The world’s leading printer of banknotes nearly ran out of money. Finally, a turnaround appears within grasp.
A few thoughts on Wirecard
Wirecard has been all over the news last week. Here’s my very own take on this debacle.
Blogs to watch (part 9): AdventuresInCapitalism
If you enjoy the likes of LT3000, Cody Shirk or Lyn Alden, you’ll probably also love the writing of “Kuppy”.
