Zurich-listed ASMALLWORLD is a unique social network. Will a new macrotrend and membership tier wake it up from its slumber?
Weekly dispatches
The 0.1% refugee crisis – how to go long high-net-worth migration
How can public market investors benefit from the new megatrend of high-net-worth migration?
Ingles Markets – land reserves understated by 21x?
Ingles Markets is a regional US supermarket chain. Forensic research in government records shows that it owns more real estate than the market is aware of.
Learning Technologies Group – an upcoming ‘forced’ takeover?
Britain’s talent management company Learning Technologies Group would benefit from becoming American. Will it soon receive a bid from the US?
Cash isn’t dead – and this stock stands to benefit
British banknote producer De La Rue is officially earmarked for a break-up and sale. The stock should gain 40-60% over the next 12 months.
eVTOLs – time to (finally) bet on flying cars?
Plans for air taxis at the Paris Olympics were scrapped. Could this be the point of maximum pessimism for eVTOL stocks?
ADVFN – the world’s cheapest fintech stock?
London-listed information provider ADVFN is a murky micro-cap which could rise by 100x.
San Francisco real estate – a proxy for the death of woke?
San Francisco is a global symbol for “progressive” policies leading to an urban hellscape. Is now the time for contrarians to dip in?
Ukraine reconstruction – which stocks will benefit?
Ukrainian President Zelensky seems open to direct peace talks with Russia. Which stocks could benefit from a potential reconstruction boom?
Helios Underwriting – down the rabbit hole of Lloyd’s of London’s insurance market
Little-known Helios Underwriting is a clever back-door entry to the lucrative Lloyd’s insurance market.
Falkland Islands – the next big thing?
The remote Falkland Islands are about to give the go-ahead for oil production. Two London-listed companies will benefit mightily.
Sark bid – decision time
The Sark Property Company will shortly release its deck for a Series A funding round. Here’s what’s been going on behind the scenes.