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.

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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.

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Novavax: The "best" coronavirus vaccine and an undervalued stock?

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Can coronavirus vaccine maker Novavax profit from the vast majority of unvaccinated people, and make vaccine sceptics fall in love with it?

"Dollar stores" are coming to Europe cover

"Dollar stores" are coming to Europe

This company is one of the few publicly-listed European companies that lets you benefit from the deep-discount retail trend.

IWG cover

IWG plc: THE hybrid work model stock

Flexible office space provider IWG is gearing up for a large, tax-free capital return which could give shareholders all their money back while staying invested.