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
Don't invest in it if they don't call you crazy!
13 investment trends for a new world
The world's best investors (3-part series)
Time to "short" coronavirus vaccines?
Capital controls - a return to the 1970s?
Investing in Poland (3-part series)
A new oil boom in the Falkland Islands
Venezuela - a multi-bagger recovery play?
European bank stocks - a surprise winner of higher interest rates
Pinelawn Cemetery - making a fortune from "land share certificates"
What the Galapagos Islands tell us about automobile company valuations
The government of the world-famous Galapagos Islands has banned the importation of additional electric cars. What does this mean for the car industry’s prospects and how stocks of car manufacturers are valued?
Hunting for investment bargains on the Silk Road (part 3)
Uzbekistan is still a ground-floor opportunity for pioneer investors. Nonetheless, it offers some investment opportunities already, and more will arise in the coming years.
Hunting for investment bargains on the Silk Road (part 2)
Why Uzbekistan (and other “frontier markets”) should be on your radar if you want to achieve superior investment returns.
Hunting for investment bargains on the Silk Road (part 1)
Meet Uzbekistan, one of the more unusual – but all the more interesting – markets to emerge as an investment destination.
Time Out plc: A good idea in principle but investors still lost out big time
Shares of Time Out plc have lost over 50% since the company’s IPO in June 2016 – what went wrong and are shareholders in for even more pain?
Where others see boycotts of fossil fuels, I see opportunities
Boycotts and divestiture campaigns can make for great investment bargains – is now the time to invest in high-dividend yielding and cash flow rich energy companies?
Putting the Vroom back into Porsche and Volkswagen (Research Report #2)
My latest report investigates Porsche SE, probably THE best equity opportunity you can currently find on the German market. And that’s not because they’d be producing cars (they don’t!).
Saving taxes: The one aspect that John Bogle forgot to mention
I personally love the “Eight Basic Rules for Investors”. “Minimizing the amount of taxes you pay on income and investments” should be rule number nine, though.
MercadoLibre, the South American success story that is seeking to rival Amazon
MercadoLibre is South America’s leading e-commerce company. Its share has low valuation and excellent growth perspectives but is it also a good investment?
Finding bargains, no matter where they hide
There is an entire world of opportunities beyond the FAANG stocks. Up your long-term investment success by identifying the industries and countries that are cheaper to buy into than ever before.
Argentinean money lessons – Germany, take note!
Argentina’s debt crisis delivers useful lessons for investors. How to apply common sense to spot risks and opportunities in long-term equity investing?
Gazprom: What you should know about the world’s cheapest major energy company – in 94 pages (Research Report #1)
In my new in-depth report, I am reporting a whole range of little-known facts about Russia’s no. 1 public company. If you thought you knew Gazprom, you’ll have to think again!
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