Why not be very ambitious and try to always be at the best (sunny) spot with your investments?
The sun is always shining somewhere – for your investments, too!
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Weekly dispatches
Swen Lorenz
Sifting through the Woodford rubble – can we make money off his misery?
It’s likely game over for Woodford Investment Management. Neil Woodford’s portfolio might still offer some real gems worth looking at, though.
Lindblad Expeditions or “How to invest in products you actually enjoy”
Lindblad isn’t just any ordinary cruise ship operator. Its products never disappoint, customers keep coming back and growth prospects are excellent.
The AA’s car-crash IPO – can it now turn around its fortunes?
The AA PLC has seen its share price crash by 87%. What lessons can be learned from the IPO failure, and is now the time to buy into the company at rock-bottom prices?
Gazprom, perception gaps, and how to make money off both
The investment case of Gazprom perfectly illustrates how a perception gap looks like. How did the initial phase of this gap closing unfold?
Goodbye, Facebook… Hello, equity-focussed Private Social Network
I left Facebook to improve my arsenal of research tools and to focus on growing this blog. But what about Facebook shares, are they still worth holding?
Don’t invest in it if they don’t call you crazy!
Is your investment thesis worth investigating in more detail? Expose it to others to find out!
A research trip to Monaco – and a trip down memory lane
Property company SBM was one of the most unusual investment bargains. Could it be even more undervalued today than it was back in 2004? I’ll find out.
A takeover target for quick profits – and a revival of my old books
My latest research report features an attractive case for placing a bet on a coming takeover bid.
This French family is squirreling away millions each year – now is the opportunity to share some of their spoils
Is there a better signal for a good investment than company owners spending millions on buying more of their own shares?
One Israeli gas company just doubled in value – and another one will probably follow suit
Stocks of an Israeli “outsider” gas company would have doubled your money over the last 12 months. Which begs the question, how best to make money off the Israeli gas opportunity during the next 12 months?
The day I outed the Rothschilds (and my readers made up to 461%)
Buy-backs by family shareholders are always an interesting activity to research. In the case of Banque Privée Edmond de Rothschild my readers made staggering profits of up to 461%.
