Common sense investment opportunities around the world

Weekly newsletter (free)

In-depth research reports (from USD 49 p.a.)

Expand your thinking by tapping Into my 25+ years of global investment research expertise

~|elegant-themes~|elegant-themes-icon~|

Discover world-class companies trading at low prices

~|elegant-themes~|elegant-themes-icon~|

Beat low interest rates with dividend yield strategies

~|elegant-themes~|elegant-themes-icon~|

Benefit from a different, independent view of the world

Latest Reports for Members

A crisis investing opportunity par excellence

"Argentina is the gift that keeps on giving"

27 March 2021

Argentina is one of the world's most out-of-favour stock markets.

As the Wall Street Journal reported recently: "The country's total stock-market valuation has collapsed from USD 350 billion in 2018 to USD 20 billion last year."

Such a collapse is stunning, all the more so at a time of rallying global markets. Based on that one indicator alone, anyone with an interest in crisis investing would naturally take a look at Argentina.

There is now a concrete reason to do so – a potential catalyst to help the country back on its feet.

Since mid-2020, major agricultural price indices have surged by over 40%. Prices are now at their highest level since 2013, and some predict there is more to come.

One of the biggest beneficiaries? Argentina, the country that makes 70% of its export income from agricultural products.

Is now the time to pile into Argentinean assets at vastly discounted prices?

I set out to investigate.

A compounder gem for the

A compounder gem for the "Experience Economy"

THE electronic payment company from Israel

THE electronic payment company from Israel

Strong junior mining candidate for a lucrative bid cover

Strong junior mining candidate for a lucrative bid

Just Eat Takeaway.com cover

Just Eat Takeaway.com

Free weekly dispatches

Join for free to get my weekly columns with investment insights from around the world

Discover my investment ideas

Curious how my in-depth research reports look like? Download a FREE sample report (PDF - 6MB)

MOST POPULAR

What members say

~|elegant-themes~|elegant-themes-icon~||

Your reports are always a joy to read and they give a solid perspective on interesting investment opportunities. Big thanks for that.

Tibor, Oman

~|elegant-themes~|elegant-themes-icon~||

I just wanted to praise you for the work you are presenting us and for the way your write your reports (clean, understandable, easy to consume, and focused on long term value - and not short term propaganda).

Tiago M., Portugal

~|elegant-themes~|elegant-themes-icon~||

Unrivaled value for retail investors in your reports. Gazprom actually helped me pay off one of my student loans which I've been struggling with for a while. Your work is changing lives.ht. Can't tell you how valuable and interesting I find them, just what I am looking for.

Tyler, USA

~|elegant-themes~|elegant-themes-icon~||

Thanks again for all your great reports and I do already look forward to the next one!

Johannes, Hong Kong

~|elegant-themes~|elegant-themes-icon~||

Have read through all your reports and just want to thank you again for the amazing insight. Can't tell you how valuable and interesting I find them, just what I am looking for.

Steve P., Australia

~|elegant-themes~|elegant-themes-icon~||

You are the Sherlock Holmes of the stock market. Love your analysis. It's not only pretty accurate but fun to read.

Pablo, Argentina

As seen in

Most recent

Latest reports (for Members only)

A crisis investing opportunity par excellence

A crisis investing opportunity par excellence

This company is one of the smartest ways of betting on a turnaround of Argentina's fortune, if you like to take a contrarian stance.
A compounder gem for the "Experience Economy" menu

A compounder gem for the "Experience Economy"

For those seeking to benefit from the world reopening for business, this experiential travel company could be a clever investment for 2021.

THE electronic payment company from Israel

THE electronic payment company from Israel

Longer term, this debt-free, cash-rich Israeli tech company could turn into a "compounder stock", just like Visa or Mastercard.