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(no high-conviction investment ideas; these are reserved for my research reports)

13 investment trends for a new world

13 investment trends for a new world

The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.

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Gazprom – is it now or never?

Gazprom – is it now or never?

Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.

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Blogs to watch (part 6): Cody Shirk

Blogs to watch (part 6): Cody Shirk

Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are 7 reasons why I love his writing.

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What members say

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

Tibor, Oman

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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

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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

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

Johannes, Hong Kong

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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

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

Pablo, Argentina

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