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.

read more
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.

read more

Subscribe to my news

  • Get your weekly dose of investment inspiration - and my FREE eBook "The world's best investing blogs".
  • 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.

FREE eBook

The world's best investing blogs

Blogs to watch eBook (2nd edition)

Archive

Most recent

Latest reports (for Members only)

Glencore: the only commodities investment you need

Glencore: The only commodities investment you need

There is a new secular opportunity arising in copper. Global commodities firm Glencore has yet again positioned itself at the forefront.

Swatch Group: stock with a coiled-spring effect?

Swatch Group: how long till break-up?

Just the expectation of possible change should see Swatch Group’s share price jump – the stock's low valuation makes it akin to a coiled spring.

Atari: A forgotten shell, a legacy brand, and 1bn of valuable tax losses

Atari: A forgotten shell, a legacy brand, and 1bn of valuable tax losses

One investor has recently woken up to Atari’s potential, and he is currently buying up every single share he can get hold of.