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"

Welcome to my relaunched blog

Welcone to my relaunched investment blog where I’ll publish research reports, new ideas, partnerships as well as my free weekly dispatches!

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Latest reports (for Members only)

Research Report Dr. Martens

Dr. Martens plc: marching towards turnaround

Successful, timeless brands don't come up for a discounted sale very often. Enter Dr. Martens – a true bargain for contrarian investors.

Telco stock with quintuple catalyst

Telco stock with quintuple catalyst

Will we soon see a wave of M&A among European telco companies? This telco stock, in particular, could shine.

Benefitting from France's ageing population

Benefitting from France's ageing population

Following the "ORPEA scandal" that rocked France's care home sector in 2022, this stock should emerge stronger than before.