Weekly dispatches

Month: January 2020
Is British Airways a 15% p.a. compounder for the 2020s?

Is British Airways a 15% p.a. compounder for the 2020s?

You’ll be surprised to read about British Airways (BA) on my blog. All the more, since this company is not itself listed on the stock market. You need to buy into Madrid-listed International Airlines Group (IAG, ISIN ES0177542018), a holding company that owns 100% of British Airways.

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Bayer AG: similar to buying Volkswagen two years ago?

Bayer AG: similar to buying Volkswagen three years ago?

German blue chip Bayer is currently down and out. 2022 should bring a turnaround, though, similar to the one seen at Volkswagen.

A groundfloor opportunity in gaming and esports

A groundfloor opportunity in gaming and esports

This European entertainment champion is looking to turn itself into a global giant - and could gain 125% by mid-2022.

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Can coronavirus vaccine maker Novavax profit from the vast majority of unvaccinated people, and make vaccine sceptics fall in love with it?