Uncovering non-public information to help you with your investment decisions? This article tells you how.
Chris Waller on how to use “sleuthing” to gain an edge
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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
How (and why) you should exploit the European equity markets
Europe has dozens of languages and legal systems, and its economies are famously anaemic. It’s still one of the world’s best places to invest in right now, though. How come?
3 British real estate companies that could receive a takeover bid
7 bids already for British real estate companies during the first half of 2021, and investors made an average of 30% overnight. Where are bidders going to strike next?
Concentrated bets – how the world’s best value investors got rich
Many of the world’s richest value investors ignored all advice about not putting all your eggs into one basket. Should you, too, turn diversification on its head?
Blogs to watch (part 21): Paladin Asset Management
Would you like free access to the investment ideas of award-winning fund managers? Paladin Asset Management’s little-known blog is a treasure trove of original thinking.
The “best” coronavirus vaccine and an undervalued stock?
Only 25% of the world have been vaccinated against the coronavirus. Can vaccine company Novavax profit from the other 75%, and make vaccine sceptics fall in love with it?
Gazprom, Russia’s retail investor renaissance, and a top 40 list
Russia is the world’s #1 market for dividend yield. The stock of Gazprom has doubled since 2019. Which other Russian equities will become dividend highflyers?
Takeover fever in Brexit Britain – which companies will receive a lucrative bid?
The London stock market is experiencing an unprecedented number of takeover bids. The slew of bids at unusually high premiums is bound to continue.
The great escape (part 3): Investing in Guernsey
Emigrating hedge fund billionaires, new transport options, and an underpopulated rock the size of Manhattan. Guernsey offers tantalising long-term prospects.
The great escape (part 2): Investing in Dubai
Dubai is the new Monaco. At least, that’s what some say. Is it true, and how can stock market investors participate?
The great escape (part 1): Investing in Monaco
As a result of the pandemic, taxes are set to rise around the world. Which jurisdictions will the wealthy escape to and how can investors benefit?
Blogs to watch (part 20): Yet Another Value Blog
A value investor who is a portfolio manager and loves to write – sounds familiar? Andrew Walker’s blog should resonate with many of my readers.
How to invest in frontier countries (part 3): Iraq
Is now a good time to look at Iraqi stocks? Can ordinary investors participate? I set out to investigate.
