A rare book from 1966 makes a case for the seemingly unthinkable. Its controversial thesis may gain traction.
A year ago, I reported about the stock exchange of the Channel Islands. The current valuation of the cash-rich and highly-profitable company is almost too good to be true.
If there is a chance to invest alongside clever people who have made billions by spotting investment trends earlier than others, why not latch onto them?
Mostly Borrowed Ideas is such a good blog that it might render me unemployed. Quite a few of my readers may subscribe there instead.
Every other year, the controversial shell of a company attracts another major round of speculation. Is it about to happen yet again?
Argentina has a long history of rewarding those who place anti-cyclical bets on its ability to recover from deep crises. The country may soon get lucky again.
Consolidating a fragmented industry is a highly lucrative investment strategy. This American wine company provides a real-life case study.
Digital Decolonisation (part 3): David Halpert on tech nationalism, unexplored pioneer markets, and a 2021 top pick
In the final part of the DigDec series, David Halpert, the founder of Prince Street Capital Management, gives an outlook for the coming years as well as practical insights for investors.
Developing countries are increasingly growing their own tech companies. Meet Fawry, an electronic payment provider and Egypt’s answer to PayPal.
We had BRICs, FAANGs, and even FAANG-BATs. These investment trends have made fortunes for early investors. What’s next?
New (and old!) investment ideas from the UK, and other musings from my research trip to the UK’s capital.
A German blogger who writes about small- and mid-caps in English only – does that sound familiar? value and opportunity is a blog written by a kindred spirit.