Insurance market Lloyd’s of London wants to double in size. How can private investors participate in the opportunity?
Weekly dispatches
Readers meet readers – and everyone gets new ideas
My readers are an incredible pool of investment ideas and sector knowledge. Does it pay to bring them together?
Membership Collective Group – benefitting from the boom in private membership clubs?
Private clubs are having a moment, and Membership Collective Group owns one of the world’s best-known club brands. Following its 75% drop, is the stock a buy?
Small-cap stocks – big problems, or big opportunities?
Will small caps be the biggest winners of the next few years, or will they lag the overall market?
Petrolina Holdings – a secret Cyprus real estate fund
Petrolina Holdings is Cyprus’s largest oil company. It also owns a vast stretch of beachside land. Is the stock about to experience a revaluation?
Butterfield – a “Plan B” bank option that you can invest in
High-net-worth individuals are looking to diversify their wealth. Butterfield is an interesting option – for both banking and investing.
How to benefit from PayPal’s censorship policy
The market punished PayPal for its recent user policy “error”. Will we see new competitors emerge as a result? Is there a clever way for private investors to benefit?
European bank stocks – a surprise winner of higher interest rates
Large-cap European bank stocks have been out of favour for 14 years. Is now the time to take a closer look again?
A new oil boom in the Falkland Islands
Britain’s path to energy independence sparks new interest in its Overseas Territory, the Falkland Islands. Here is a fresh look at a subject that I already uncovered in 2004.
The pound sterling crash – which British stocks are now a screaming buy?
With the pound at a record low to the dollar, some British companies are now a bigger bargain than ever. What private investors need to know.
Bank of Cyprus – imminent bidding battle?
Bank of Cyprus is the country’s leading bank and listed in London. It recently attracted interest by private equity, and a bid could yield a 49% profit before year-end.
Bains Mer Monaco – a surprise coup for Monaco’s casino company
The share price of the Société des Bains de Mer has rallied to a new record, puzzling many observers. Here is why SBM stock has even further to run.