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
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.
Significantly undervalued? The Eurotunnel – and what its share price says about Brexit
A growing income stream and prospective dividend payments make the Eurotunnel share an interesting bet to safely stash money away.
When the Mighty fall – and how not to fall with them
A case-study of General Electric and how to buy at the top and be forever stuck in a downwards spiral. Will the same hold true for the FAANGs?
Why US banks are safer than their European counterparts
The US had spectacular bank blow-ups, and led the world into the biggest banking crisis of living memory. Still, it has major advantages over Europe.
20 times your money when Italy declares bankruptcy?
It’s not difficult to imagine that shorting Italy’s public debt could yield 20 times your money if the country does indeed default.
Quo Vadis, North Korea? A quick look at the recent developments through the lens of an investor (part 3)
North Korea is one of the world’s most unusual emerging investment destinations. Early investors with a global outlook should take note.
The “secret” share that allows you to invest in North Korea right now (part 2)
Find out about a virtually unknown backdoor route for investing into the future of North Korea right now.
Sleepless in Seoul – my quest to understand the North Korean investment opportunity (part 1)
Investors should keep their eyes open for opportunities that give a foothold in North Korea’s economy – including166 shares of South Korean companies.
Welcome to my relaunched blog
Welcone to my relaunched investment blog where I’ll publish research reports, new ideas, partnerships as well as my free weekly dispatches!
