UK real estate stocks are trading at historically low multiples. Will they ever shake off the current doom and gloom?
UK real estate stocks – so ‘dead’ it’s time to invest?
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Weekly dispatches
Month: April 2024
Condor Gold – learnings from a takeover saga
London-listed Condor Gold is a promising bid target with >50% upside. It’s been a drawn-out experience up to now, but there is plenty you can learn from it.
Signature Bank – why the 36,000% rise in 7 months?
The stock of infamous Signature Bank has risen by a factor of 350x since October 2023. What’s the story, and is there more to come?
MarketReader – helping to understand markets in real time
MarketReader is a new tool designed to understand markets in real time. Its founder, Jens Nordvig, wants it to be available to millions of investors.
How to run a concentrated, global value investing portfolio – by Isaac Schwartz
New York-based portfolio manager Isaac Schwartz is passionate about global, unconstrained, and value-focused investing. What can we learn from him?
