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

Blogs to watch eBook (2nd edition)

Archive

Most recent

Latest reports (for Members only)

Glencore: the only commodities investment you need

Glencore: The only commodities investment you need

There is a new secular opportunity arising in copper. Global commodities firm Glencore has yet again positioned itself at the forefront.

Swatch Group: stock with a coiled-spring effect?

Swatch Group: how long till break-up?

Just the expectation of possible change should see Swatch Group’s share price jump – the stock's low valuation makes it akin to a coiled spring.

Atari: A forgotten shell, a legacy brand, and 1bn of valuable tax losses

Atari: A forgotten shell, a legacy brand, and 1bn of valuable tax losses

One investor has recently woken up to Atari’s potential, and he is currently buying up every single share he can get hold of.