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.
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.
In 2004, my writing led to a 400% rise in value of an infamous, exotic mining company. This story has followed me ever since. Here is the update many of you had asked about.
You know an investment thesis is controversial when most publishers refuse to even let you write about it. Not surprisingly for such an ultra-contrarian bet, it was also amazingly lucrative!
San Francisco is a global symbol for “progressive” policies leading to an urban hellscape. Is now the time for contrarians to dip in?
Ukrainian President Zelensky seems open to direct peace talks with Russia. Which stocks could benefit from a potential reconstruction boom?
Little-known Helios Underwriting is a clever back-door entry to the lucrative Lloyd’s insurance market.
If or when Russian securities become fungible again, this stock could move quite quickly – as, indeed, it has already started to do.
Wind energy stocks are currently down-and-out. Some are better prepared than others to leave this difficult period behind – such as this one.
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?
