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
Don't invest in it if they don't call you crazy!
13 investment trends for a new world
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
Sark: investment opportunity of a decade
Riches among ruins (3-part series)
A few thoughts on Wirecard
Agfa-Gevaert and activist investing in Europe – a case study
Blogs to Watch (part 1): Lyn Alden
Ferrari – the company, the stock, and my car
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?
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.
Why Uzbekistan (and other “frontier markets”) should be on your radar if you want to achieve superior investment returns.
Meet Uzbekistan, one of the more unusual – but all the more interesting – markets to emerge as an investment destination.
Shares of Time Out plc have lost over 50% since the company’s IPO in June 2016 – what went wrong and are shareholders in for even more pain?
Boycotts and divestiture campaigns can make for great investment bargains – is now the time to invest in high-dividend yielding and cash flow rich energy companies?
My latest report investigates Porsche SE, probably THE best equity opportunity you can currently find on the German market. And that’s not because they’d be producing cars (they don’t!).
I personally love the “Eight Basic Rules for Investors”. “Minimizing the amount of taxes you pay on income and investments” should be rule number nine, though.
MercadoLibre is South America’s leading e-commerce company. Its share has low valuation and excellent growth perspectives but is it also a good investment?
There is an entire world of opportunities beyond the FAANG stocks. Up your long-term investment success by identifying the industries and countries that are cheaper to buy into than ever before.
Argentina’s debt crisis delivers useful lessons for investors. How to apply common sense to spot risks and opportunities in long-term equity investing?
Gazprom: What you should know about the world’s cheapest major energy company – in 94 pages (Research Report #1)
In my new in-depth report, I am reporting a whole range of little-known facts about Russia’s no. 1 public company. If you thought you knew Gazprom, you’ll have to think again!