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
Lockdown visit in London – 9 weeks of studying trends and investment ideas
New (and old!) investment ideas from the UK, and other musings from my research trip to the UK’s capital.
Blogs to watch (part 17): value and opportunity
A German blogger who writes about small- and mid-caps in English only – does that sound familiar? value and opportunity is a blog written by a kindred spirit.
The Amazon of Iran – 10, 50 or 100 times your money by investing via Sweden?
Is Iran’s Digikala the world’s most exciting stock in e-commerce investing? A Swedish investment holding believes it is.
Is the UK stock market finally ready to fly high?
The UK’s 10m vaccination milestone, a new IPO boom driven by tech, and surging M&A activity. Here are three topics for playing the London market.
Adventures in London – and some different perspectives for investors
Spending the past four weeks in the UK’s capital, I wanted to share my impressions. Upon closer inspection, not all is what it seems.
Blogs to watch (part 16): Bankless
Are you worried about the future of fiat currency? Confused by cryptocurrencies? Eager to land a 100-bagger? This blog will educate you.
Why banning Trump will be good for Twitter stock
A company upsetting millions of users might actually turn out well for shareholders. Twitter is a great contrarian investment.
Paradigm change for bombed-out junior mining stocks?
I have researched a little-noticed change in the gold mining market. It could soon make fortunes for shareholders of gold exploration companies.
Brexit special: a list of potential British takeover targets
Britain has recently seen a torrent of bids, and more are in the pipeline. Here is a list of ideas on how to benefit from takeover bids.
Is this the must-own e-commerce stock for 2021?
The only way for shareholders of Dutch online food delivery company Just East Takeaway.com is up.
Blogs to watch (part 15): Behind the Balance Sheet
How do you pick winning stocks? Check out high-quality resource “Behind the Balance Sheet” by British finance expert Steve Clapham.
FEMSA: the next e-commerce and fintech giant to emerge from Latin America?
Since I reported about MercadoLibre two years ago, its stock is up 400%. Does a similar development beckon at Mexico’s FEMSA?
