Europe’s South is popular with tourists, but it also offers surprising opportunities for public market investors.
Allocating to Europe (part 2): The Mediterranean region
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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
Rebuilding Ukraine - 99 stock ideas for a peace deal
Panthera Resources - multi-bagger legal claim?
How to buy into the world’s cheapest real estate
Texas - a “country” to invest in?
The Metals Company - a multi-bagger if Trump aims for resource autarky?
50 things I now know about investing because I am 50
The craziest (unknown) European banking stock
Amentum and the power of my global readership
Dead newsletter authors you can learn from
ZIGUP - acquisition target with 100-200% upside
OTC Markets Group – more than just an interesting stock
For its shareholders, OTC Markets Group has been an incredibly lucrative operation. Plus, it’s always worth to sift through its 12,000 (!) listed securities.
British stocks – the lion is roaring again
More money than ever is being pumped into British stocks. Here are 24 stocks to help inspire your own research.
LVMH stalking Richemont – the global hunt for luxury brands
M&A activity in the luxury goods industry is kicking off in earnest. What are the runners and riders?
Lebanon’s distressed debt opportunity
Distressed Lebanese bonds could easily double or triple in value. Is it time to start building a position?
Credit Suisse: moment of maximum pessimism?
After years of never-ending disappointments, hardly anyone even follows Credit Suisse anymore. A low-down on the bank and its stock.
Zeitgeist, turning points, and the value of forgotten truths
Why does the zeitgeist matter to investors? How can you spot major market junctures? What are recent examples where investors benefitted?
3 ideas to profit from “Peak Climate Change Hysteria”
What if the climate change debate is already past its peak? Changing perceptions could make for exciting investment opportunities.
Copper – a looming shortage?
The world is racing towards a potentially massive copper shortage. Which conclusions should investors draw?
The Lottery Corporation – a unique asset
Owning a lottery is akin to owning a money printing license. Thanks to a little-noticed spin-off, you can now buy into a pure-play lottery company in Australia.
UnBrexit – the investment surprise of 2023?
British politicians will start to push for Britain to rejoin the EU. How can we make money off it?
“The Art of Execution”: how to manage your own portfolio
While finding a good investment idea is important, the key to long-term success is what you do after buying a stock.
Société de la Tour Eiffel – a lesson for idea generation
Can you buy a stake in the famous Eiffel Tower? The Société de la Tour Eiffel is a stock market oddity – and one that provides a useful lesson.
