Weekly dispatches

Year: 2019
SBM or How to (easily!) own a piece of Monaco

SBM or How to (easily!) own a piece of Monaco

Hot off the press: my 76-page research report about the Société des Bains de Mer et du Cercle des Etrangers à Monaco S.A. (SBM). Recently, SBM shares once again gathered steam. Is it time to buy again?

read more

Subscribe to my news

  • Get your weekly dose of investment inspiration - and my FREE eBook "Weird Shit Investing 2024 - The Manual".
  • You can unsubscribe at any time. I'll treat your data with respect, see my Privacy Policy for details.
  • This field is for validation purposes and should be left unchanged.

Archive

Most recent

Sark bid – decision time

Sark bid – decision time

The Sark Property Company will shortly release its deck for a Series A funding round. Here’s what’s been going on behind the scenes.

read more

Latest reports (for Members only)

4x from a deal with Ukraine?

4x from a deal with Ukraine?

If or when Russian securities become fungible again, this stock could move quite quickly – as, indeed, it has already started to do.

Wind energy – turnaround ahead?

Wind energy – turnaround ahead?

Wind energy stocks are currently down-and-out. Some are better prepared than others to leave this difficult period behind – such as this one.

Laggard turning growth stock

Laggard turning growth stock

This European market leader has a 3x-5x upside over the coming 3-5 years if new management gets its growth engines revved up again. Will it?