Weekly dispatches
Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
MOST POPULAR WEEKLY DISPATCHES
How I work (part 2): The 10 worst mistakes of my investing career
The value of going against groupthink
Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq
Ferrari – the company, the stock, and my car
11 highlights from our dinner with Kuppy
Sark – bidding for the Barclay estate and going public
USA – the unstoppable juggernaut?
Hungary investor trip – what we learned
"The art of execution": how to manage your own portfolio
Polymetal: how to buy Russian gold mines for free
London-listed Polymetal gets you a stake in Russian gold mining for the proverbial song. Crisis investing at its best!
The state of Russian DRs: an update
Anyone who owns Depositary Receipts of Russian stocks has been stuck with illiquid securities. Are there any solutions in sight?
Blogs to watch (part 29): Exante Data (Jens Nordvig)
Institutional investors are paying top dollars to pick Jens Nordvig’s brain. His research and analysis firm, Exante Data, uncovers macro trends ahead of the crowd.
Forgotten microcaps (part 3): Marshall Group – the hidden real estate giant of Cambridge
The stock of Marshall Group has recently seen unusually large transactions. Could the company’s massive land bank soon drive the share price to new heights?
Forgotten microcaps (part 2): La Française de l’Energie – abandoned coal mines turned money machine
Capturing gas from old coal mines can be a surprising money spinner. How does it work, and what’s the further outlook?
Forgotten microcaps (part 1): ZCCM – the secret mining giant of Africa
ZCCM Investments Holdings is a Paris-listed company that time forgot. In recent weeks, the stock price has started to rally. Are exciting changes afoot?
Blogs to watch (part 28): Insecurity Analysis
Insecurity Analysis helps you learn from great investors. Its truly unique approach involves dusty archives and long-forgotten material.
5 promising takeover candidates in Britain
The weak pound sterling makes British companies even cheaper for foreign bidders. What are the likely bid targets?
The strong ruble – what is it telling us?
Russia’s ruble was supposed to turn into “rubble”, but it became a “double” instead. How does this impact private investors?
Gazprom & Co: what to do with Russian ADRs?
Russian ADRs are getting delisted from Western exchanges. What will happen next? Here is what we know so far.
Capital controls – a return to the 1970s?
We thought we had left behind restrictions on the international movement of capital. Will they make the same kind of comeback as inflation just did?
Investment finds in Ecuador
Ecuador might not be on the radar of equity investors, but its host of natural resources and tourism make it worth a closer look.
