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.


Concentrated bets – how the world's best value investors got rich

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

Is this stock like Amazon in 1997?

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.

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13 investment trends for a new world

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.

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Most recent

Latest reports (for Members only)

Laggard turning growth stock

Laggard turning growth stock

This European market leader has a 3x-5x upside over the coming 3-5 years if new management gets its growth engines revved up again. Will it?

Undervalued liquidation case

Undervalued liquidation case

This London-listed stock could throw off 3-3.5x the current share price. Funds specialised in complex special situations have already taken note.

Mid-cap bid target

Mid-cap bid target

The company's CEO and COO have been given a strong financial incentive to at least double the share price by mid-2026. They are likely to succeed.