If you ever wanted to learn more about Poland (and not just from an investing angle!), join me in Warsaw and Krakow this September.
Weekly dispatches
Blogs to watch (part 11): Musings on Markets
Musings on Markets is a treasure trove for anyone trying to understand company valuations, corporate finance, and investment philosophy.
Sark: investment opportunity of a decade
Empty houses to do up (and invest in), and a potential new lifestyle for yourself – today’s Weekly Dispatch brings you a whole number of different angles!
Blogs to watch (part 10): Bawl Street Journal
The Bawl Street Journal isn’t a blog (nor a print publication anymore), but it’s still too good not to be featured!
Investing in Poland (part 3): a safe-and-steady macro play for the 2020s?
Where will Poland be in ten years? How can private investors latch onto the country’s growth?
Investing in Poland (part 2): Silicon Valley billionaire predicts “Golden Age”
If you have not yet considered investing in Polish tech companies, you are missing out.
Investing in Poland (part 1): Europe’s overlooked growth champion
Exciting investments are more likely found off the beaten track. My new three-part series takes you on a tour of one of the world’s cheapest stock markets: Poland.
2020 – the year for investing in Europe?
Doom-mongering about Europe is fashionable. But how realistic are these predictions? Could European markets even yield a surprise?
De La Rue: 130% gain in 24h despite the “end of cash”
The world’s leading printer of banknotes nearly ran out of money. Finally, a turnaround appears within grasp.
A few thoughts on Wirecard
Wirecard has been all over the news last week. Here’s my very own take on this debacle.
Blogs to watch (part 9): AdventuresInCapitalism
If you enjoy the likes of LT3000, Cody Shirk or Lyn Alden, you’ll probably also love the writing of “Kuppy”.
How I work (part 3): 10 pieces of advice to younger investors
If I were at the beginning of my investor career, here is what I wish someone had told me back then.