Was it the Dutch who invented the joint stock corporation and share trading, or do the ancient Romans deserve this claim to fame?
Did ancient Rome have a stock market?
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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
Blogs to watch (part 25): Stock Spin-off Investing
Stock Spin-off Investing not only offers high-quality investing research, but it’s also a model case for successful blogger entrepreneurship.
Subscription businesses (part 2): FranklinCovey – an undervalued gem?
Following its switch to a subscription-based operating model, FranklinCovey has a huge growth runway in corporate training. Its stock also has further to run.
Subscription businesses (part 1): the tech sector’s highest-quality bargains?
Some tech stocks have already reached bargain territory. Here’s why you should focus on subscription businesses (I know I will).
Time to “short” coronavirus vaccines?
Once a “conspiracy theory”, the Wuhan lab theory has become “the most likely origin”. Are we going to see a similar 180-degree turn on vaccines?
Coal: the outcast about to make a comeback?
Coal mines offer up to 40% annual return. This is not the only reason why this an industry worth investigating.
Hydrogen: why investors should pay attention
Hydrogen is a powerful form of energy, but it’s often overshadowed by solar and wind. Could hydrogen stocks become a surprise growth investment?
Petrobras: time to love oil stocks again
In December 2018, I featured Gazprom as the world’s best dividend play. Introducing today: Brazil’s Petrobras, its legitimate successor.
The Baby Amazon of South America – now on sale!
In China, 52% of all retail purchases are made online. In South America, it’s 6%. This South American e-commerce stock will benefit when the market finally catches up.
The Gartner Hype Cycle in real life: e-commerce stocks in emerging markets
How to apply the simple but effective Gartner Hype Cycle in practice? Meet the group of stocks that fits right into this analysis tool.
The Gartner Hype Cycle – a tool to always keep in mind!
There is one very simple rule that has proven invaluable during my investment career. It’s too effective and important not to share with you.
SeaWorld Entertainment – why an “uninvestable” stock rose by over 500%
In 2013, SeaWorld Entertainment got shamed over its treatment of orcas. Many believed the stock would never recover, but it’s now at an all-time high. What happened?
Blogs to watch (part 24): Sunday’s Idea Brunch (Edwin Dorsey)
Which investors and fund managers deserve more attention? Discover those “underfollowed” investors in Sunday’s Idea Brunch, Edwin Dorsey’s latest blog.
