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.
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Are Deutsche Bank shares a buy or a sell? Nobody seems to know!read more
McDonald’s shares proved everyone wrong, making a small fortune for anyone who had the guts to go against conventional wisdom.read more
Enter the first LSE-listed Uzbekistan fund which will finally make investing in this frontier country accessible.read more
Why not be very ambitious and try to always be at the best (sunny) spot with your investments?read more
It’s likely game over for Woodford Investment Management. Neil Woodford’s portfolio might still offer some real gems worth looking at, though.read more
Lindblad isn’t just any ordinary cruise ship operator. Its products never disappoint, customers keep coming back and growth prospects are excellent.read more
The AA PLC has seen its share price crash by 87%. What lessons can be learned from the IPO failure, and is now the time to buy into the company at rock-bottom prices?read more
The investment case of Gazprom perfectly illustrates how a perception gap looks like. How did the initial phase of this gap closing unfold?read more
I left Facebook to improve my arsenal of research tools and to focus on growing this blog. But what about Facebook shares, are they still worth holding?read more
Is your investment thesis worth investigating in more detail? Expose it to others to find out!read more
Property company SBM was one of the most unusual investment bargains. Could it be even more undervalued today than it was back in 2004? I’ll find out.read more
My latest research report features an attractive case for placing a bet on a coming takeover bid.read more