Weekly dispatches

Month: September 2018
Welcome to my relaunched blog

Welcome to my relaunched blog

Welcone to my relaunched investment blog where I’ll publish research reports, new ideas, partnerships as well as my free weekly dispatches!

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Latest reports (for Members only)

A forgotten leader in European finance – poised for a comeback?

A forgotten leader in European finance – poised for a comeback?

Where next in "boring" European finance? This household name trades near crisis lows despite strong fundamentals – and could be set for a 30-50% rebound.

P/E of 2.5 and >20% dividend yield with this coal stock

P/E of 2.5 and >20% dividend yield with this coal stock

It's the second time this stock is trading so low. It was similarly cheap in 2021 and then soared by 15x. Now is a good time to take another look.

Iconic New York at a discount

Iconic New York at a discount

2-5x upside with New York's next great neighbourhood – this bargain stock gives you easy access.