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
Post-corona: a golden age of informed risk management?
Risk management used to be a boring subject, but the coronavirus has changed that. Here are my thoughts on useful lessons for private investors, as well as new opportunities arising out of the crisis.
13 investment trends for a new world
The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.
Gazprom – is it now or never?
Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.
Blogs to watch (part 6): Cody Shirk
Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are seven reasons why I love his writing.
Riches among ruins (part 3): Bougainville Copper, or the treasure island that won’t go away
In 2004, my writing led to a 400% rise in value of an infamous, exotic mining company. This story has followed me ever since. Here is the update many of you had asked about.
Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq
You know an investment thesis is controversial when most publishers refuse to even let you write about it. Not surprisingly for such an ultra-contrarian bet, it was also amazingly lucrative!
Riches among ruins (part 1): adventures in the dark corners of the global economy
One way to multiply your money is to invest in the world’s most washed-up, crisis-ridden countries. Here is the story of one investor who did it – over and over again!
Virgin Galactic stock price goes hypersonic – 6 valuable lessons learned
My October 2019 article about Virgin Galactic went viral at the time. The BBC quoted it, as did the Washington Post. Since then, the share gained 311%. What can we learn from it?
Blogs to watch (part 5): Klement on Investing
As good as the Financial Times, but for free. The London-based blogger Joachim Klement has some top-notch content for you.
How to make a fortune off defaulted debt
An amazing history of defaulted German bonds from 1930, czarist Russian bonds from 1917, and the upcoming opportunity with Cuban bonds from the 1930s and 1950s.
The (not so) secret Channel Islands stock exchange
The Channel Islands have become a thriving economy that few people have on their radar, and there are several ways investors can benefit from it – including the local stock exchange.
Finding opportunities (and adventure) among unlisted companies
Unlisted companies often offer the best-ever investment opportunities – provided you know how and where to find them!
