CEIBA Investments is a deeply undervalued real estate company. I presented its case at the Weird Shit Investing conference in London.
Weekly dispatches
The craziest (unknown) European banking stock
This EUR 8bn company has 200% upside. I presented its case at the Weird Shit Investing conference in Hong Kong.
“Shit” mining companies – the next stellar performers?
Mining companies often land in epic political chaos – and can produce stunning returns if they manage to break free.
Liechtenstein banks as EU crisis winners?
Liechtenstein isn’t just home to elite financial services – you can also own a piece of its banks.
Investing in Iraq – yet more gains to come?
The Iraq fund I featured in 2021 is up 183% in USD terms. With record investment pouring into Iraq, is it too late to get in?
The Channel Islands’ hidden investment gems
The Channel Islands are a high-quality, low-profile finance centre, offering the occasional hidden opportunity for astute investors.
Understanding (and exploring) preferred stocks
Preferred stocks uniquely sit between debt and equity. What are they exactly, and where’s the investment opportunity?
Dead newsletter authors you can learn from
Authors of investment newsletters are often quirky characters – but the best offer insights that outlive them.
10 litigation finance cases from around the world
Investing in litigation claims can yield extraordinary profits. Today’s article provides an overview of these opportunities.
Did ancient Rome have a stock market?
Was it the Dutch who invented the joint stock corporation and share trading, or do the ancient Romans deserve this claim to fame?
50 things I now know about investing because I am 50
I turn 50 today. What have I learned about investing so far?
Ukraine research excursion – what did I find?
How to invest in a potential Ukraine reconstruction boom? Findings from five days of on-the-ground research.