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.

FREE eBook

The world's best investing blogs

The world's best investing blogs

Archive

Most recent

Latest reports (for Members only)

Easy, cheap exposure to Russian stocks

Easy, cheap exposure to Russian stocks

Most conventional ways to get exposure to the Russian equity market are currently blocked. Here's one loophole to get in.

A non-obvious crisis beneficiary

A non-obvious crisis beneficiary

The world is facing an age of disorder. This company should benefit from it: its business will only become bigger, stronger, and more profitable.

The best business in the world?

The best business in the world?

Instead of subscribing to investment newsletters, you should buy stock in a successful investment newsletter publisher - like this one.