Weekly dispatches

Year: 2020
Is British Airways a 15% p.a. compounder for the 2020s?

Is British Airways a 15% p.a. compounder for the 2020s?

You’ll be surprised to read about British Airways (BA) on my blog. All the more, since this company is not itself listed on the stock market. You need to buy into Madrid-listed International Airlines Group (IAG, ISIN ES0177542018), a holding company that owns 100% of British Airways.

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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.