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
The world's best investors (3-part series)
Time to "short" coronavirus vaccines?
Capital controls - a return to the 1970s?
Investing in Poland (3-part series)
A new oil boom in the Falkland Islands
Venezuela - a multi-bagger recovery play?
European bank stocks - a surprise winner of higher interest rates
Pinelawn Cemetery - making a fortune from "land share certificates"
The stock price of Getlink SA, the company behind the Eurotunnel, has collapsed due to the coronavirus crisis. Is now the time to load up?
Yes, you can invest in the Wimbledon tennis courts. The organiser of the world-famous tournament has issued a little-known, quirky security that trades through a London brokerage firm.
If my instinct is right, this online company is a ground floor opportunity similar to investing in Amazon 20 years ago. It is already world-leading in its market. You could even say that it has created its own market by approaching a problem in a different way than everyone else. It could be a category-defining company.
If you’d like a window into the US market (as well as 25 stock recommendations every year), then Eddy Elfenbein’s “Crossing Wall Street” blog is for you.
Risk management used to be a boring subject, but the coronavirus has changed that. Here are my thoughts on useful lessons for private investors, as well as new opportunities arising out of the crisis.
The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.
Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.
Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are seven reasons why I love his writing.
In 2004, my writing led to a 400% rise in value of an infamous, exotic mining company. This story has followed me ever since. Here is the update many of you had asked about.
You know an investment thesis is controversial when most publishers refuse to even let you write about it. Not surprisingly for such an ultra-contrarian bet, it was also amazingly lucrative!
One way to multiply your money is to invest in the world’s most washed-up, crisis-ridden countries. Here is the story of one investor who did it – over and over again!
My October 2019 article about Virgin Galactic went viral at the time. The BBC quoted it, as did the Washington Post. Since then, the share gained 311%. What can we learn from it?