Can shareholders instigate change by writing letters to boards? Can doing so catalyse a re-rating?
Writing letters to boards – an effective catalyst?
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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
Camellia – modernising a “secret” agriculture company
London-listed Camellia PLC long seemed like a relic from bygone times, but it has recently updated its capital allocation strategy. Does a short-term catalyst beckon?
Switzerland – Europe’s overlooked activist opportunity
Japan is currently being hyped as a target-rich destination for activist investors – but Switzerland may deserve just as much attention.
Ukraine – invest now rather than later
Everyone expects a ‘Marshall Plan II’ for Ukraine’s reconstruction. What if the best opportunities appear before reconstruction – while most investors are still waiting?
Ukrainian agriculture stocks – the world’s ultimate land bargain?
Ukraine is famed for its “black soil” and long known as the breadbasket of Europe. But does its agriculture sector still hide overlooked investment opportunities?
GPW – the changing fortunes of the Warsaw Stock Exchange
Poland has become an economic powerhouse, and the Warsaw Stock Exchange – a listed company itself – is finally taking off.
Uzbekistan is gathering pace – what to look at now
Uzbek investments are starting to take off. Which ones are worth investigating, and how can you research them?
Gold Reserve – the #1 way to get exposure to Venezuelan mining?
Canada-listed Gold Reserve has legal claims against Venezuela but may instead return as a gold miner. The stock could be set for a breakout.
Burford Capital – back from the dead?
London-listed litigation financier Burford Capital is trading at its lowest valuation multiples in years. Are multiple catalysts lining up for a re-rating?
Dating stocks – value plays or melting ice cubes?
Match Group, Bumble and Grindr have sharply fallen out of favour. With valuations near historic lows, should investors ‘swipe right’?
Litigation investing – a route to riches (sometimes)
Investing in litigation claims is risky, but it can make 10, 50 or even 100 times your money. Here is a run-down of 20+ (mostly current) examples.
42x with a boring business – could it happen again?
NYSE-listed AutoZone delivered 4,200% over 20 years by consistently buying back stock. Does the UK offer similar buyback champions of the future?
Guyana – back on the map following Maduro’s arrest
In late 2024, Guyana looked exotic. Today, its leading gold play is up 10x – and the leading oil play is only just getting started.
