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

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

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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Archive

Most recent

A new oil boom in the Falkland Islands

A new oil boom in the Falkland Islands

Britain’s path to energy independence sparks new interest in its Overseas Territory, the Falkland Islands. Here is a fresh look at a subject that I already uncovered in 2004.

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Latest reports (for Members only)

Formula One Group

Formula One Group: moving up a gear

After five years of successful strategic changes, Formula One Group could experience a serious leap. What are the key factors to help propel the stock?

In the crosshairs of private equity

In the crosshairs of private equity

Private equity companies will soon be salivating over the prospect of bidding for this British prime takeover target.

The world's cheapest oil stock?

The world's cheapest oil stock?

The stock of this London-listed oil producer is valued at an EV/EBITDA multiple of 0.3 based on 2025 estimates – almost too ridiculously low to be true.