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.


Concentrated bets – how the world's best value investors got rich

How I work (part 2): The 10 worst mistakes of my investing career

The value of going against groupthink

Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq

Ferrari – the company, the stock, and my car

11 highlights from our dinner with Kuppy

Sark – bidding for the Barclay estate and going public

USA – the unstoppable juggernaut?

Hungary investor trip – what we learned

"The art of execution": how to manage your own portfolio

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Most recent

Latest reports (for Members only)

Mid-cap bid target

Mid-cap bid target

The company's CEO and COO have been given a strong financial incentive to at least double the share price by mid-2026. They are likely to succeed.

British going-private candidate

British going-private candidate

This small-cap has 50-100% upside in case of a going-private bid, and at least just as much upside if no bid materialised. How is that possible?

Frasers Group: The Berkshire Hathaway of British retail

Frasers Group: The Berkshire Hathaway of British retail

The stock of leading British retailer Frasers Group should have investors chomping at the bits to buy a stake.