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
MercadoLibre, the South American success story that is seeking to rival Amazon
MercadoLibre is South America’s leading e-commerce company. Its share has low valuation and excellent growth perspectives but is it also a good investment?
Finding bargains, no matter where they hide
There is an entire world of opportunities beyond the FAANG stocks. Up your long-term investment success by identifying the industries and countries that are cheaper to buy into than ever before.
Argentinean money lessons – Germany, take note!
Argentina’s debt crisis delivers useful lessons for investors. How to apply common sense to spot risks and opportunities in long-term equity investing?
Gazprom: What you should know about the world’s cheapest major energy company – in 94 pages (Research Report #1)
In my new in-depth report, I am reporting a whole range of little-known facts about Russia’s no. 1 public company. If you thought you knew Gazprom, you’ll have to think again!
I was faster: How my e-letter beat the Wall Street Journal
I anticipated a higher-than-expected, soon-to-be-launched bid for Belmond Ltd, the luxury hotel operator. LVMH just made a $2.6bn offer for the company!
Don’t cry for me Argentina – the Buenos Aires stock market as top performer in 2019?
Is now the time to invest your money into Argentina and does the country have a chance to become the top-choice of investors in 2019?
Sotheby’s as a reliable recession indicator – and the time will come when to buy this share
Sotheby’s shareholders seem to have a sixth sense for an impending crisis. With its share price currently falling, you better keep it on your watch list.
The Orient Express – who hears a lucrative bid coming?
The Orient Express is up for sale. Could there still be a quick profit to be made, even with the proposed takeover price already being public?
Risk-free profits on the German stock market – they do exist!
Is there any such thing as making money without taking undue risks? Find out in this acecdote from the German stock market.
Looking forward to your pension? Time to wake up to the truth
With a $400 trillion pension funding shortfall looming, what should you brace yourself for – and how can you escape as much as possible?
Xmas in Argentina, and a worthy target for a break-up
How did Argentinean farmland holding CRESUD manage to produce zero return for investors despite spiraling farmland values?
The Aston Martin IPO – how 007 glamour blinded gullible investors
What went wrong, and why the lessons learned matter to anyone who has ever considered subscribing to an IPO placement of a reputable company.
