The investment case of Gazprom perfectly illustrates how a perception gap looks like. How did the initial phase of this gap closing unfold?
Gazprom, perception gaps, and how to make money off both
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Weekly dispatches
Swen Lorenz
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%.
The Porsche family’s 400 million Euro insider transaction that you should take note of
Porsche SE has just increased its stake in Volkswagen by EUR 400m from 52.2% to 53.1%. For Porsche/VW shares, it could well be “Now or never”.
Eurotunnel: The ‘Brexit share’ is rallying – do markets know more?
Despite the ongoing Brexit chaos in Westminster, shares in Paris-listed Getlink SA have risen 19% since October. How is that even possible, given the uncertainty Britain faces?
What the Galapagos Islands tell us about automobile company valuations
The government of the world-famous Galapagos Islands has banned the importation of additional electric cars. What does this mean for the car industry’s prospects and how stocks of car manufacturers are valued?
Hunting for investment bargains on the Silk Road (part 3)
Uzbekistan is still a ground-floor opportunity for pioneer investors. Nonetheless, it offers some investment opportunities already, and more will arise in the coming years.
