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
Discover world-class companies trading at low prices
Beat low interest rates with dividend yield strategies
Benefit from a different, independent view of the world
Latest Reports for Members
"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 "Experience Economy"
THE electronic payment company from Israel
Strong junior mining candidate for a lucrative bid
Just Eat Takeaway.com
Free weekly dispatches
Blogs to watch (part 18): Mostly Borrowed Ideas
Mostly Borrowed Ideas is such a good blog that it might render me unemployed. Quite a few of my readers may subscribe there instead.
Bougainville Copper – new game, new luck?
Every other year, the controversial shell of a company attracts another major round of speculation. Is it about to happen yet again?
Will exploding food prices help Argentina to a 180-degree turn?
Argentina has a long history of rewarding those who place anti-cyclical bets on its ability to recover from deep crises. The country may soon get lucky again.
Industry roll-ups or The SPAC-based IPO of Vintage Wine Estates
Consolidating a fragmented industry is a highly lucrative investment strategy. This American wine company provides a real-life case study.
Digital Decolonisation (part 3): David Halpert on tech nationalism, unexplored pioneer markets, and a 2021 top pick
In the final part of the DigDec series, David Halpert, the founder of Prince Street Capital Management, gives an outlook for the coming years as well as practical insights for investors.
Digital Decolonisation (part 2): 7 times your money from Fawry, Egypt’s answer to PayPal
Developing countries are increasingly growing their own tech companies. Meet Fawry, an electronic payment provider and Egypt’s answer to PayPal.
Discover my investment ideas
WEEKLY DISPATCHES
- Email alerts for new articles on companies, countries, people, and investment strategies
- Free research report every year (for email subscribers only)
- Special offers (for email subscribers only)
MOST POPULAR
ANNUAL MEMBERSHIP
- In-depth research reports about my 10 best investment ideas every year (see my reports section)
- Updates on previous research reports
- Email alerts for reports and updates
- Archive with all past research reports
LIFETIME MEMBERSHIP
- You'll enjoy all the benefits of Annual Members, plus:
- 4 additional investment opportunities each year; sourced from small- and mid-caps (i.e., less liquid markets)
- Priority booking of reader events and trips
- These privileges for Lifetime Members will evolve and expand as the website grows
What members say
Your reports are always a joy to read and they give a solid perspective on interesting investment opportunities. Big thanks for that.
Tibor, Oman
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
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
Thanks again for all your great reports and I do already look forward to the next one!
Johannes, Hong Kong
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
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
