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
Sifting through the Woodford rubble – can we make money off his misery?
It’s likely game over for Woodford Investment Management. Neil Woodford’s portfolio might still offer some real gems worth looking at, though.
Lindblad Expeditions or “How to invest in products you actually enjoy”
Lindblad isn’t just any ordinary cruise ship operator. Its products never disappoint, customers keep coming back and growth prospects are excellent.
The AA’s car-crash IPO – can it now turn around its fortunes?
The AA PLC has seen its share price crash by 87%. What lessons can be learned from the IPO failure, and is now the time to buy into the company at rock-bottom prices?
Gazprom, perception gaps, and how to make money off both
The investment case of Gazprom perfectly illustrates how a perception gap looks like. How did the initial phase of this gap closing unfold?
Goodbye, Facebook… Hello, equity-focussed Private Social Network
I left Facebook to improve my arsenal of research tools and to focus on growing this blog. But what about Facebook shares, are they still worth holding?
Don’t invest in it if they don’t call you crazy!
Is your investment thesis worth investigating in more detail? Expose it to others to find out!
A research trip to Monaco – and a trip down memory lane
Property company SBM was one of the most unusual investment bargains. Could it be even more undervalued today than it was back in 2004? I’ll find out.
A takeover target for quick profits – and a revival of my old books
My latest research report features an attractive case for placing a bet on a coming takeover bid.
This French family is squirreling away millions each year – now is the opportunity to share some of their spoils
Is there a better signal for a good investment than company owners spending millions on buying more of their own shares?
One Israeli gas company just doubled in value – and another one will probably follow suit
Stocks of an Israeli “outsider” gas company would have doubled your money over the last 12 months. Which begs the question, how best to make money off the Israeli gas opportunity during the next 12 months?
The day I outed the Rothschilds (and my readers made up to 461%)
Buy-backs by family shareholders are always an interesting activity to research. In the case of Banque Privée Edmond de Rothschild my readers made staggering profits of up to 461%.
The Porsche family’s 400 million Euro insider transaction that you should take note of
Porsche SE has just increased its stake in Volkswagen by EUR 400m from 52.2% to 53.1%. For Porsche/VW shares, it could well be “Now or never”.
