Deep-sea mining could reshape the world’s supply of key minerals. The Metals Company could be at the heart of it.
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
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 15): Behind the Balance Sheet
How do you pick winning stocks? Check out high-quality resource “Behind the Balance Sheet” by British finance expert Steve Clapham.
FEMSA: the next e-commerce and fintech giant to emerge from Latin America?
Since I reported about MercadoLibre two years ago, its stock is up 400%. Does a similar development beckon at Mexico’s FEMSA?
The art and science of reading “Signals”
To predict markets, you need to know what’s happening in the world. I don’t review books often, but “Signals” is too good not to feature.
Twitter, Section 230 and the rise of the splinternet
Political pressure is bringing massive regulatory change to the Internet. Will the world’s most toxic social network emerge as a surprise winner?
Blogs to watch (part 14): scuttleblurb
If you enjoy learning how things work, investment website scuttleblurb will be for you.
Russia’s coming e-commerce IPO on Nasdaq – and a backdoor route to get in NOW
A leading Russian e-commerce company will shortly list on the US market. Here’s how to beat the crowd and invest before the IPO.
Investing in stock exchanges – why are some investors so keen on it?
Many stock exchanges are private enterprises and allow you to become a shareholder. Here is everything you need to know about them.
Pearson – turning a lumbering textbook giant into a digital racehorse
Europe’s biggest activist investor is pushing for change at one of the world’s leading publishing companies. Is now a good time to load up on Pearson stock?
Blogs to watch (part 13): Cliff’s Perspectives
Billionaires don’t usually write blogs. Cliff Asness is an exception, and his investment blog is just one of several ways to benefit from his insights.
The skill of “crisis investing” – more important than ever before
From crisis comes opportunity. I am embarking on a quest to turn these crazy times into money-making opportunities for my readers.
The wisdom of investing in subscription businesses
Investors pay a premium for companies with a reliable income. That’s why you need to learn about subscription businesses.
Poland investor trip – the summary
30 Undervalued-Shares.com readers joined me in Warsaw to learn about Polish equities. If you couldn’t make it, here’s what you’ve missed.