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
Investing in Africa (part 1): researching 8 countries in 11 days
You often find the best investment opportunities where no one else is looking. That’s why Africa offers so many possibilities.
Blogs to watch (part 8): Investor Amnesia
Investor Amnesia has a unique approach: it looks to the history of financial markets to help you make sense of today.
Agfa-Gevaert and activist investing in Europe – a case study
The venerable Belgian company seems to be heading towards liquidation. It makes for a perfect example to learn about the rise of activist investing on the Old Continent.
Eurotunnel: is its life as an independent company coming to an end?
The stock price of Getlink SA, the company behind the Eurotunnel, has collapsed due to the coronavirus crisis. Is now the time to load up?
Oversupply of Wimbledon Debentures – your opportunity to invest?
Yes, you can invest in the Wimbledon tennis courts. The organiser of the world-famous tournament has issued a little-known, quirky security that trades through a London brokerage firm.
Is this stock like Amazon in 1997?
If my instinct is right, this online company is a ground floor opportunity similar to investing in Amazon 20 years ago. It is already world-leading in its market. You could even say that it has created its own market by approaching a problem in a different way than everyone else. It could be a category-defining company.
Blogs to watch (part 7): Crossing Wall Street
If you’d like a window into the US market (as well as 25 stock recommendations every year), then Eddy Elfenbein’s “Crossing Wall Street” blog is for you.
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.
