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.
If you would like full access to my monthly research reports and all other premium content, please sign up for a membership.
Hot off the press: my 76-page research report about the Société des Bains de Mer et du Cercle des Etrangers à Monaco S.A. (SBM). Recently, SBM shares once again gathered steam. Is it time to buy again?
JD Wetherspoon stocks are up more than 50 times since 1992. Here is why the well-known British pub chain still has huge long-term potential in this low growth market.
Is the New York Times failing, or is its future actually brighter than President Trump wants us to believe?
Are Deutsche Bank shares a buy or a sell? Nobody seems to know!
McDonald’s shares proved everyone wrong, making a small fortune for anyone who had the guts to go against conventional wisdom.
Enter the first LSE-listed Uzbekistan fund which will finally make investing in this frontier country accessible.
Why not be very ambitious and try to always be at the best (sunny) spot with your investments?
It’s likely game over for Woodford Investment Management. Neil Woodford’s portfolio might still offer some real gems worth looking at, though.
Lindblad isn’t just any ordinary cruise ship operator. Its products never disappoint, customers keep coming back and growth prospects are excellent.
The AA PLC has seen its share price crash by 87%. What lessons can be learned from the IPO failure, and is now the time to buy into the company at rock-bottom prices?
The investment case of Gazprom perfectly illustrates how a perception gap looks like. How did the initial phase of this gap closing unfold?
I left Facebook to improve my arsenal of research tools and to focus on growing this blog. But what about Facebook shares, are they still worth holding?