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
The Lottery Corporation – a unique asset
Owning a lottery is akin to owning a money printing license. Thanks to a little-noticed spin-off, you can now buy into a pure-play lottery company in Australia.
UnBrexit – the investment surprise of 2023?
British politicians will start to push for Britain to rejoin the EU. How can we make money off it?
“The Art of Execution”: how to manage your own portfolio
While finding a good investment idea is important, the key to long-term success is what you do after buying a stock.
Société de la Tour Eiffel – a lesson for idea generation
Can you buy a stake in the famous Eiffel Tower? The Société de la Tour Eiffel is a stock market oddity – and one that provides a useful lesson.
God’s fund manager – how the Vatican made billions from stocks
Bernardino Nogara single-handedly changed the financial fate of the Catholic church. How did he do it, and what can we learn from his work?
The Wall Street Journal from 1 January 2000 – what does it teach us?
Year-end is prediction time. Looking back 22 years, what did the world’s #1 financial newspaper say in its millennium prediction issue?
M&A in luxury goods – 3 stocks to keep an eye on
The luxury goods industry has seen a flurry of takeovers, and more deals are likely to come. Which companies will be in the crosshairs?
Lloyd’s of London – a secular new theme?
Insurance market Lloyd’s of London wants to double in size. How can private investors participate in the opportunity?
Readers meet readers – and everyone gets new ideas
My readers are an incredible pool of investment ideas and sector knowledge. Does it pay to bring them together?
Membership Collective Group – benefitting from the boom in private membership clubs?
Private clubs are having a moment, and Membership Collective Group owns one of the world’s best-known club brands. Following its 75% drop, is the stock a buy?
Small-cap stocks – big problems, or big opportunities?
Will small caps be the biggest winners of the next few years, or will they lag the overall market?
Petrolina Holdings – a secret Cyprus real estate fund
Petrolina Holdings is Cyprus’s largest oil company. It also owns a vast stretch of beachside land. Is the stock about to experience a revaluation?
