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 7 reasons why I love his writing.

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The world's best investing blogs

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Easy, cheap exposure to Russian stocks

Easy, cheap exposure to Russian stocks

Most conventional ways to get exposure to the Russian equity market are currently blocked. Here's one loophole to get in.

A non-obvious crisis beneficiary

A non-obvious crisis beneficiary

The world is facing an age of disorder. This company should benefit from it: its business will only become bigger, stronger, and more profitable.

The best business in the world?

The best business in the world?

Instead of subscribing to investment newsletters, you should buy stock in a successful investment newsletter publisher - like this one.