Weekly dispatches

Month: March 2020
Gazprom – is it now or never?

Gazprom – is it now or never?

Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.

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Blogs to watch (part 6): Cody Shirk

Blogs to watch (part 6): Cody Shirk

Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are seven reasons why I love his writing.

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Weird Shit Investing

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Latest reports (for Members only)

Undervalued liquidation case

Undervalued liquidation case

This London-listed stock could throw off 3-3.5x the current share price. Funds specialised in complex special situations have already taken note.

Mid-cap bid target

Mid-cap bid target

The company's CEO and COO have been given a strong financial incentive to at least double the share price by mid-2026. They are likely to succeed.

British going-private candidate

British going-private candidate

This small-cap has 50-100% upside in case of a going-private bid, and at least just as much upside if no bid materialised. How is that possible?