Weekly dispatches

Will British politics soon debate rejoining the European Union – and would that fuel speculative interest in the UK market?

Will the narrative around British pub chains start to change soon? Insights from my recent London dinner.

Will I resurrect my bid for Sark? An update.

Amentum wasn’t followed by any analysts when it was discussed at a dinner with my readers – and this has paid off handsomely for those who attended.

Ferretti and Sanlorenzo offer direct exposure to the fast-growing luxury yacht industry in which Italy is a hidden European champion.

Should value investors avoid (or embrace) frontier and emerging markets? A world-exclusive transcript of a talk by Pavel Begun of 3G Capital.

Tax Receivable Agreements are quasi-annuities, can produce yields of ≈20% p.a., and are gaining attention among investors in US companies.

Dual-listed Eurasia Mining owns mining assets in Russia. If its planned asset sale goes through, investors could reap substantial upside.

A full-day online event on 25 February 2026 to explore litigation investing opportunities like Panthera Resources, GreenX, Burford Capital, and Litigation Capital Management.

ZIGUP is a highly profitable yet little-known business listed in London. Here is how it was pitched at today’s Passive Investor Event in Texas.

The stocks of mining “shit cos” have been on a tear lately. Could Israel’s Zion Oil & Gas be next to take off?

The European Commission wants telecoms companies to become more profitable and engage in M&A. Meanwhile, the sector has quietly outperformed.