Weekly dispatches

Japan is currently being hyped as a target-rich destination for activist investors – but Switzerland may deserve just as much attention.

Everyone expects a ‘Marshall Plan II’ for Ukraine’s reconstruction. What if the best opportunities appear before reconstruction – while most investors are still waiting?

Ukraine is famed for its “black soil” and long known as the breadbasket of Europe. But does its agriculture sector still hide overlooked investment opportunities?

Poland has become an economic powerhouse, and the Warsaw Stock Exchange – a listed company itself – is finally taking off.

Uzbek investments are starting to take off. Which ones are worth investigating, and how can you research them?

Canada-listed Gold Reserve has legal claims against Venezuela but may instead return as a gold miner. The stock could be set for a breakout.

London-listed litigation financier Burford Capital is trading at its lowest valuation multiples in years. Are multiple catalysts lining up for a re-rating?

Match Group, Bumble and Grindr have sharply fallen out of favour. With valuations near historic lows, should investors ‘swipe right’?

Investing in litigation claims is risky, but it can make 10, 50 or even 100 times your money. Here is a run-down of 20+ (mostly current) examples.

NYSE-listed AutoZone delivered 4,200% over 20 years by consistently buying back stock. Does the UK offer similar buyback champions of the future?

In late 2024, Guyana looked exotic. Today, its leading gold play is up 10x – and the leading oil play is only just getting started.

Independent content entrepreneurs: here’s how to build a scalable, profitable media business – and create real value for investors. An interview with Edwin Dorsey.