Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
MOST POPULAR WEEKLY DISPATCHES
How I work (part 2): The 10 worst mistakes of my investing career
The value of going against groupthink
Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq
Ferrari – the company, the stock, and my car
11 highlights from our dinner with Kuppy
Sark – bidding for the Barclay estate and going public
USA – the unstoppable juggernaut?
Hungary investor trip – what we learned
"The art of execution": how to manage your own portfolio
SJM Holdings was ground to a pulp by Macau’s ten-year bear market. Can it ever return to its former glory?
AppFolio aims to be the operating system for property managers. Another “capital light” way to get exposure to real estate?
A new bi-continental event for the misfits and iconoclasts of the investment industry. Plus a free manual with fresh investment ideas.
Saudi Arabia has been largely off-limits to foreign investors, but that is changing rapidly. Its stock exchange, Tadawul, stands to benefit.
Will IWG attempt to buy WeWork’s brand and become a more technology-centric, US-listed company?
Agriculture in Africa has tremendous growth potential, but it’s difficult to access for private investors. Is London-listed Zambeef Products a good way in?
Hilton is the world’s best-known hotel chain. After a 330% return to shareholders over the past decade, is the stock facing another long bull run?
The central banks of Switzerland, South Africa, Japan, Greece, and Belgium are listed on a stock market. Quirky oddities, or worth a closer look?
If you are interested in the inner workings of Undervalued-Shares.com and my plans for next year, then read on.
2024 is bound to see more bids for British companies, sometimes at staggering premia.
Allergies are a 500m patient market, but only 1% of patients are using immunotherapies. If or when that changes, ALK-Abelló will likely lead the market.
Argentina is making headlines for planning radical reforms, but these are already happening in Nigeria. Will Nigerian equities go from value trap to growth play?