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!
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Vonovia owns Europe’s largest residential property portfolio, and its stock is trading at its largest discount ever.
There is probably more to come for the stock of Burberry, the famed British luxury brand.
Spanish certification firm Applus Services could soon receive a bid from private equity. Activists may join the fray, too. An exciting special situation in the making.
Successful, timeless brands don't come up for a discounted sale very often. Enter Dr. Martens – a true bargain for contrarian investors.
Will we soon see a wave of M&A among European telco companies? This telco stock, in particular, could shine.
Following the "ORPEA scandal" that rocked France's care home sector in 2022, this stock should emerge stronger than before.