7 bids already for British real estate companies during the first half of 2021, and investors made an average of 30% overnight. Where are bidders going to strike next?
Weekly dispatches
Concentrated bets – how the world’s best value investors got rich
Many of the world’s richest value investors ignored all advice about not putting all your eggs into one basket. Should you, too, turn diversification on its head?
Blogs to watch (part 21): Paladin Asset Management
Would you like free access to the investment ideas of award-winning fund managers? Paladin Asset Management’s little-known blog is a treasure trove of original thinking.
The “best” coronavirus vaccine and an undervalued stock?
Only 25% of the world have been vaccinated against the coronavirus. Can vaccine company Novavax profit from the other 75%, and make vaccine sceptics fall in love with it?
Gazprom, Russia’s retail investor renaissance, and a top 40 list
Russia is the world’s #1 market for dividend yield. The stock of Gazprom has doubled since 2019. Which other Russian equities will become dividend highflyers?
Takeover fever in Brexit Britain – which companies will receive a lucrative bid?
The London stock market is experiencing an unprecedented number of takeover bids. The slew of bids at unusually high premiums is bound to continue.
The great escape (part 3): Investing in Guernsey
Emigrating hedge fund billionaires, new transport options, and an underpopulated rock the size of Manhattan. Guernsey offers tantalising long-term prospects.
The great escape (part 2): Investing in Dubai
Dubai is the new Monaco. At least, that’s what some say. Is it true, and how can stock market investors participate?
The great escape (part 1): Investing in Monaco
As a result of the pandemic, taxes are set to rise around the world. Which jurisdictions will the wealthy escape to and how can investors benefit?
Blogs to watch (part 20): Yet Another Value Blog
A value investor who is a portfolio manager and loves to write – sounds familiar? Andrew Walker’s blog should resonate with many of my readers.
How to invest in frontier countries (part 3): Iraq
Is now a good time to look at Iraqi stocks? Can ordinary investors participate? I set out to investigate.
How to invest in frontier countries (part 2): Uzbekistan
There is a backdoor route to investing in Uzbekistan’s best growth companies. This investment will sell out soon.