A rare book from 1966 makes a case for the seemingly unthinkable. Its controversial thesis may gain traction.
Should insider trading be legalised?
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Weekly dispatches
Swen Lorenz
“The International Stock Exchange” is about to take off – catch it while you can
A year ago, I reported about the stock exchange of the Channel Islands. The current valuation of the cash-rich and highly-profitable company is almost too good to be true.
Using my global network as your eyes and ears on the ground
If there is a chance to invest alongside clever people who have made billions by spotting investment trends earlier than others, why not latch onto them?
Blogs to watch (part 18): Mostly Borrowed Ideas
Mostly Borrowed Ideas is such a good blog that it might render me unemployed. Quite a few of my readers may subscribe there instead.
Bougainville Copper – new game, new luck?
Every other year, the controversial shell of a company attracts another major round of speculation. Is it about to happen yet again?
Will exploding food prices help Argentina to a 180-degree turn?
Argentina has a long history of rewarding those who place anti-cyclical bets on its ability to recover from deep crises. The country may soon get lucky again.
Industry roll-ups or The SPAC-based IPO of Vintage Wine Estates
Consolidating a fragmented industry is a highly lucrative investment strategy. This American wine company provides a real-life case study.
Digital Decolonisation (part 3): David Halpert on tech nationalism, unexplored pioneer markets, and a 2021 top pick
In the final part of the DigDec series, David Halpert, the founder of Prince Street Capital Management, gives an outlook for the coming years as well as practical insights for investors.
Digital Decolonisation (part 2): 7 times your money from Fawry, Egypt’s answer to PayPal
Developing countries are increasingly growing their own tech companies. Meet Fawry, an electronic payment provider and Egypt’s answer to PayPal.
Digital Decolonisation (part 1): A rock star investment theme for the 2020s?
We had BRICs, FAANGs, and even FAANG-BATs. These investment trends have made fortunes for early investors. What’s next?
Lockdown visit in London – 9 weeks of studying trends and investment ideas
New (and old!) investment ideas from the UK, and other musings from my research trip to the UK’s capital.
Blogs to watch (part 17): value and opportunity
A German blogger who writes about small- and mid-caps in English only – does that sound familiar? value and opportunity is a blog written by a kindred spirit.
