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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One of the world's best (and cheapest) oil and gas stocks

One of the world's best (and cheapest) oil and gas stocks

The stock of this oil and gas major has started to move, but it remains one of the cheapest large-cap stocks in the world.

Swiss takeover target

A bid waiting to happen

A takeover bid for this Swiss company should come in at least 40% above the current level. Now is the time to pick up stock at an attractive price.

Research Report Dr. Martens

Dr. Martens plc: marching towards turnaround

Successful, timeless brands don't come up for a discounted sale very often. Enter Dr. Martens – a true bargain for contrarian investors.