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
9 opportunities in litigation finance, defaulted debt and expropriation claims
Investing in legal claims is complex but doable through publicly listed securities. A tour de force through a broad range of such opportunities.
Turkey – taking stock in times of change
Turkey was the world’s best performing stock market last year. However, it’s an opaque, complex market. Learn more about it – or join our investor trip in May 2023!
EdiliziAcrobatica: Italy’s money-printing rope acrobats
An Italian firm is revolutionising the use of ropes to make building maintenance faster, cheaper, and safer. Expect EdiliziAcrobatica to get a lot more attention soon.
Dinosaur skeletons – an emerging asset class?
Rare collectibles like fine art, whiskey, and vintage cars have dramatically risen in value. Will dinosaur bones join them?
OTC Markets Group – more than just an interesting stock
For its shareholders, OTC Markets Group has been an incredibly lucrative operation. Plus, it’s always worth to sift through its 12,000 (!) listed securities.
British stocks – the lion is roaring again
More money than ever is being pumped into British stocks. Here are 24 stocks to help inspire your own research.
LVMH stalking Richemont – the global hunt for luxury brands
M&A activity in the luxury goods industry is kicking off in earnest. What are the runners and riders?
Lebanon’s distressed debt opportunity
Distressed Lebanese bonds could easily double or triple in value. Is it time to start building a position?
Credit Suisse: moment of maximum pessimism?
After years of never-ending disappointments, hardly anyone even follows Credit Suisse anymore. A low-down on the bank and its stock.
Zeitgeist, turning points, and the value of forgotten truths
Why does the zeitgeist matter to investors? How can you spot major market junctures? What are recent examples where investors benefitted?
3 ideas to profit from “Peak Climate Change Hysteria”
What if the climate change debate is already past its peak? Changing perceptions could make for exciting investment opportunities.
Copper – a looming shortage?
The world is racing towards a potentially massive copper shortage. Which conclusions should investors draw?
