Weekly dispatches

Year: 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
Gazprom – is it now or never?

Gazprom – is it now or never?

Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.

read more
Blogs to watch (part 6): Cody Shirk

Blogs to watch (part 6): Cody Shirk

Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are 7 reasons why I love his writing.

read more

Most recent

Latest reports (for Members only)

A crisis investing opportunity par excellence

A crisis investing opportunity par excellence

This company is one of the smartest ways of betting on a turnaround of Argentina's fortune, if you like to take a contrarian stance.
A compounder gem for the "Experience Economy" menu

A compounder gem for the "Experience Economy"

For those seeking to benefit from the world reopening for business, this experiential travel company could be a clever investment for 2021.

THE electronic payment company from Israel

THE electronic payment company from Israel

Longer term, this debt-free, cash-rich Israeli tech company could turn into a "compounder stock", just like Visa or Mastercard.