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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Frasers Group: The Berkshire Hathaway of British retail

Frasers Group: The Berkshire Hathaway of British retail

The stock of leading British retailer Frasers Group should have investors chomping at the bits to buy a stake.

Formula One Group

Formula One Group: moving up a gear

After five years of successful strategic changes, Formula One Group could experience a serious leap. What are the key factors to help propel the stock?

In the crosshairs of private equity

In the crosshairs of private equity

Private equity companies will soon be salivating over the prospect of bidding for this British prime takeover target.