ZCCM Investments Holdings is a little-known mining small-cap that could become a multi-billion dollar giant. The company – and its stock – may not remain dormant for much longer.
ZCCM – is the Zambian mining giant finally awakening?
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Weekly dispatches
Month: November 2025
Italian luxury yachts – two undiscovered growth plays
Ferretti and Sanlorenzo offer direct exposure to the fast-growing luxury yacht industry in which Italy is a hidden European champion.
Value Investing in a Global Setting – Risk Perception versus Reality
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 – an emerging asset class?
Tax Receivable Agreements are quasi-annuities, can produce yields of ≈20% p.a., and are gaining attention among investors in US companies.
Eurasia Mining – 1,000% from selling Russian assets?
Dual-listed Eurasia Mining owns mining assets in Russia. If its planned asset sale goes through, investors could reap substantial upside.
