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
NUAM – the catalyst-rich “secret” new stock exchange
Merging the stock exchanges of Chile, Colombia and Peru has created an interesting, little-noticed new stock, Holding Bursátil Regional (“NUAM”).
The Gym Group – 3x upside with this undervalued British small-cap
The pandemic nearly broke the neck of most gym companies. The Gym Group could finally stage a recovery.
Hong Kong investor trip – what we learned
Two days of nonstop fact-finding in Hong Kong. Here is what you’ve missed.
Hingham Institution for Savings or how to analyse stocks
The stock of regional US bank Hingham Institution for Savings became a 100-bagger. Now down 50% from its high, is it once again a buy?
Olive oil – how to invest in ‘liquid gold’
The price of olive oil has gone up by a multiple since 2020. How can private investors tap into this market?
Condor Gold – learnings from a takeover saga
London-listed Condor Gold is a promising bid target with >50% upside. It’s been a drawn-out experience up to now, but there is plenty you can learn from it.
Signature Bank – why the 36,000% rise in 7 months?
The stock of infamous Signature Bank has risen by a factor of 350x since October 2023. What’s the story, and is there more to come?
MarketReader – helping to understand markets in real time
MarketReader is a new tool designed to understand markets in real time. Its founder, Jens Nordvig, wants it to be available to millions of investors.
How to run a concentrated, global value investing portfolio – by Isaac Schwartz
New York-based portfolio manager Isaac Schwartz is passionate about global, unconstrained, and value-focused investing. What can we learn from him?
Allfunds – a takeover target in wealth tech
Allfunds is one of Europe’s hidden technology champions. A lucrative bid is probably just a matter of time.
Ørsted – will Denmark’s fallen angel rise again?
Ørsted, the Danish market leader for offshore wind farms, has suffered a serious fall from grace. Will it turn around?
The battle for ASOS – crunch time?
Online fashion retailer ASOS is struggling financially, but its 23m active customers are a valuable asset. Two billionaires and a hedge fund are vying for control.
