weekly dispatches

Subscribe to my Weekly Dispatches: Swen’s irreverential musings on markets, investments, and world affairs.

You can unsubscribe at any time and I'll treat your data with respect, in line with my Privacy Policy.

weekly dispatches

Subscribe to my Weekly Dispatches: Swen’s irreverential musings on markets, investments, and world affairs.

You can unsubscribe at any time and I'll treat your data with respect, in line with my Privacy Policy.

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.