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

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Don't invest in it if they don't call you crazy!

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13 investment trends for a new world

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Investing in Poland (3-part series)

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2020 – the year for investing in Europe?

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Sark: investment opportunity of a decade

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Riches among ruins (3-part series)
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A few thoughts on Wirecard

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Agfa-Gevaert and activist investing in Europe – a case study
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Blogs to Watch (part 1): Lyn Alden
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Ferrari – the company, the stock, and my car

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.