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40 “weird shit” investing ideas
40 “weird shit” investing ideas
26 June 2026
"The Weird Shit Investing conference is where you will find some of your best investment ideas for the year."
One past guest of the "Weird Shit Investing" event couldn't contain his enthusiasm.
Once again, for the third year in a row, Weird Shit Investing was about pitching investment ideas that are:
- Truly original.
- Rooted in independent thinking.
- Very lucrative (potentially!).
- Accessible to professional investors.
- Fun to learn about.
The outcome?
"Weird Shit Investing 2026 – The Manual", a summary of 40 "weird shit" investing ideas presented at the events in Hong Kong (11 June), London (16 June), and New York (18 June).
It's out now, and entirely for free, for subscribers of the Weekly Dispatches (a download link is included in the 26 June 2026 Weekly Dispatch email).
Some of the manual's highlights
While it's difficult to pick favourites, you really shouldn't miss the following:
- The inside story of investing in California Carbon Allowances.
- A British company generating so much free cash flow that it could buy back its entire share capital by 2030.
- A Canadian small-cap with legacy oil rights in Venezuela.
The manual also boasts some bonus content, such as
- Interviews with Lyall Taylor (the globally known fund manager who famously bought into a Kenyan company at a price/earnings ratio of 0.15x) and Andrew Walker (author of Yet Another Value Blog).
- 12 lessons learned from hosting this event.
- An update on Panthera Resources (ISIN GB00BD2B4L05, UK:PAT), a "weird shit" litigation investment with an extraordinarily large upside (8-34x over the coming 18 months).
Did we mention all of this comes for free?
What next for Weird Shit Investing?
The in-person conference will take a break in 2027. In the meantime, however, Weird Shit Investing is going online.
The first-ever online edition of Weird Shit Investing will take place on 28 July 2026, featuring investment pitches from some of the best speakers from previous years.
The event will be open to anyone; if you cannot attend live, recordings will be available to purchase afterwards.
(If you would like to present at Weird Shit Investing Online, drop me a note and tell me why you'd be the right person to do so!)
See you in late July!
Weird Shit Investing 2026 – The Manual
40 "weird shit" investing ideas from the Weird Shit Investing 2026 conference.
- Crisis investing?
- Banned investments?
- Very complex investment cases?
The misfits and iconoclasts of the investment industry have given it their all, and produced a two-page summary of their favourite investment case.
What is is about, what makes it interesting and weird, and what is the valuation and return profile?
The Weird Shit Investing manual has you covered.
It's available entirely for free – exclusively for subscribers of the (equally free) Weekly Dispatches.
Weird Shit Investing 2026 – The Manual
40 "weird shit" investing ideas from the Weird Shit Investing 2026 conference.
- Crisis investing?
- Banned investments?
- Very complex investment cases?
The misfits and iconoclasts of the investment industry have given it their all, and produced a two-page summary of their favourite investment case.
What is is about, what makes it interesting and weird, and what is the valuation and return profile?
The Weird Shit Investing manual has you covered.
It's available entirely for free – exclusively for subscribers of the (equally free) Weekly Dispatches.
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