My network of readers has become an invaluable source of investment ideas. Even if you don’t attend my reader events, you can still benefit from their insights.
3 investment ideas from last night’s reader dinner
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Weekly dispatches
Month: January 2022
Subscription businesses (part 1): the tech sector’s highest-quality bargains?
Some tech stocks have already reached bargain territory. Here’s why you should focus on subscription businesses (I know I will).
Time to “short” coronavirus vaccines?
Once a “conspiracy theory”, the Wuhan lab theory has become “the most likely origin”. Are we going to see a similar 180-degree turn on vaccines?
Coal: the outcast about to make a comeback?
Coal mines offer up to 40% annual return. This is not the only reason why this an industry worth investigating.
Hydrogen: why investors should pay attention
Hydrogen is a powerful form of energy, but it’s often overshadowed by solar and wind. Could hydrogen stocks become a surprise growth investment?
