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
Eurotunnel: The ‘Brexit share’ is rallying – do markets know more?
Despite the ongoing Brexit chaos in Westminster, shares in Paris-listed Getlink SA have risen 19% since October. How is that even possible, given the uncertainty Britain faces?
What the Galapagos Islands tell us about automobile company valuations
The government of the world-famous Galapagos Islands has banned the importation of additional electric cars. What does this mean for the car industry’s prospects and how stocks of car manufacturers are valued?
Hunting for investment bargains on the Silk Road (part 3)
Uzbekistan is still a ground-floor opportunity for pioneer investors. Nonetheless, it offers some investment opportunities already, and more will arise in the coming years.
Hunting for investment bargains on the Silk Road (part 2)
Why Uzbekistan (and other “frontier markets”) should be on your radar if you want to achieve superior investment returns.
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?
