Weekly dispatches

Month: April 2020
Is this stock like Amazon in 1997?

Is this stock like Amazon in 1997?

If my instinct is right, this online company is a ground floor opportunity similar to investing in Amazon 20 years ago. It is already world-leading in its market. You could even say that it has created its own market by approaching a problem in a different way than everyone else. It could be a category-defining company.

read more
13 investment trends for a new world

13 investment trends for a new world

The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.

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.
Weird Shit Investing

Archive

Most recent

Latest reports (for Members only)

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.

The world's cheapest oil stock?

The world's cheapest oil stock?

The stock of this London-listed oil producer is valued at an EV/EBITDA multiple of 0.3 based on 2025 estimates – almost too ridiculously low to be true.