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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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.

Telco stock with quintuple catalyst

Telco stock with quintuple catalyst

Will we soon see a wave of M&A among European telco companies? This telco stock, in particular, could shine.

Benefitting from France's ageing population

Benefitting from France's ageing population

Following the "ORPEA scandal" that rocked France's care home sector in 2022, this stock should emerge stronger than before.