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?
The AA’s car-crash IPO – can it now turn around its fortunes?
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Weekly dispatches
Month: May 2019
Gazprom, perception gaps, and how to make money off both
The investment case of Gazprom perfectly illustrates how a perception gap looks like. How did the initial phase of this gap closing unfold?
Goodbye, Facebook… Hello, equity-focussed Private Social Network
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?
Don’t invest in it if they don’t call you crazy!
Is your investment thesis worth investigating in more detail? Expose it to others to find out!
A research trip to Monaco – and a trip down memory lane
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.