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
Hunting for investment bargains on the Silk Road (part 1)
Meet Uzbekistan, one of the more unusual – but all the more interesting – markets to emerge as an investment destination.
Time Out plc: A good idea in principle but investors still lost out big time
Shares of Time Out plc have lost over 50% since the company’s IPO in June 2016 – what went wrong and are shareholders in for even more pain?
Where others see boycotts of fossil fuels, I see opportunities
Boycotts and divestiture campaigns can make for great investment bargains – is now the time to invest in high-dividend yielding and cash flow rich energy companies?
Putting the Vroom back into Porsche and Volkswagen (Research Report #2)
My latest report investigates Porsche SE, probably THE best equity opportunity you can currently find on the German market. And that’s not because they’d be producing cars (they don’t!).
Saving taxes: The one aspect that John Bogle forgot to mention
I personally love the “Eight Basic Rules for Investors”. “Minimizing the amount of taxes you pay on income and investments” should be rule number nine, though.
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.
