We had BRICs, FAANGs, and even FAANG-BATs. These investment trends have made fortunes for early investors. What’s next?
Digital Decolonisation (part 1): A rock star investment theme for the 2020s?
read more
Weekly dispatches
Month: February 2021
Lockdown visit in London – 9 weeks of studying trends and investment ideas
New (and old!) investment ideas from the UK, and other musings from my research trip to the UK’s capital.
Blogs to watch (part 17): value and opportunity
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.
The Amazon of Iran – 10, 50 or 100 times your money by investing via Sweden?
Is Iran’s Digikala the world’s most exciting stock in e-commerce investing? A Swedish investment holding believes it is.
Is the UK stock market finally ready to fly high?
The UK’s 10m vaccination milestone, a new IPO boom driven by tech, and surging M&A activity. Here are three topics for playing the London market.
