Weekly dispatches

Once a “conspiracy theory”, the Wuhan lab theory has become “the most likely origin”. Are we going to see a similar 180-degree turn on vaccines?

Coal mines offer up to 40% annual return. This is not the only reason why this an industry worth investigating.

Hydrogen is a powerful form of energy, but it’s often overshadowed by solar and wind. Could hydrogen stocks become a surprise growth investment?

In December 2018, I featured Gazprom as the world’s best dividend play. Introducing today: Brazil’s Petrobras, its legitimate successor.

In China, 52% of all retail purchases are made online. In South America, it’s 6%. This South American e-commerce stock will benefit when the market finally catches up.

How to apply the simple but effective Gartner Hype Cycle in practice? Meet the group of stocks that fits right into this analysis tool.

There is one very simple rule that has proven invaluable during my investment career. It’s too effective and important not to share with you.

In 2013, SeaWorld Entertainment got shamed over its treatment of orcas. Many believed the stock would never recover, but it’s now at an all-time high. What happened?

Petershill Partners is a newly IPOed specialist fund manager that is complex and opaque. It’s worth keeping an eye on, though, for that very reason.

To find deep value, look at out-of-favour countries. Argentina’s Loma Negra has a dominant market position, a solid balance sheet, and the prospect of a >20% dividend yield.

A US fund manager yesterday tipped Naked Wines as “the Netflix of wine”, and the stock is up considerably this week. Is it still worth a closer look?