SJM Holdings was ground to a pulp by Macau’s ten-year bear market. Can it ever return to its former glory?
SJM – time to dip into Macau?
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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
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
Blogs to watch (part 3): The MacroTourist
“The MacroTourist” by Kevin Muir finds macro trends and investment ideas that no one else believes in. It’s original, contrarian and accessible!
The world’s no. 1 stock market in 2019 – and what about 2020?
A year in review: What lessons can we learn from 2019’s stock market performance?
Special report to flip Black Friday on its head
Are you sick of all the Black Friday special offers? Everyone wants to sell you stuff that you don’t need. I just published a Black Friday story that potentially EARNS you money instead of making you SPEND money.
A visit to the Boeing factory and the mystery of its resilient stock price
While the Boeing 737 MAX is still grounded, the company’s share price hasn’t suffered any lasting damage. How come Boeing stock is so resilient?
Blogs to watch (part 2): LT3000
LT3000 is one of the smartest investment blogs I’ve come across. Its author, Lyall Taylor, has a real talent for analysing a subject in great depth and from different perspectives.
Saudi Arabia, the Aramco IPO, and why you MUST visit
Saudi Arabia is a land of opportunity, offering hidden gems for investors and tourists alike.
Secret Californian company with billions in water rights?
Welcome to the world of one of the quirkiest American enterprises you could possibly be a shareholder of.
The Saudis want a chunk of Britain – and my readers are making money off it!
The opportunity to latch on to the takeover mania that is gripping Brexit Britain isn’t over yet. There is still time for you to join in.
IPO of Virgin Galactic: 5 days until lift-off
Virgin Galactic should become the world’s highest-profile space-related company listed on a stock market. What about its investment prospects?
Blogs to Watch (part 1): Lyn Alden
Lyn Alden’s investment blog is a breath of fresh air and one I cannot recommend enough. The perfect candidate for my new series “Blogs to watch”!
100-Baggers: Free book for new Members (while stocks last)
Would you like a scientific study turned How To book about stocks that can go up in value by a factor of 100? Today is your chance.
3 lessons I learned from Jim Grant, the Wall Street cult hero
I recently had a chance to see James “Jim” Grant, the New York-based book author, newsletter publisher, and columnist at a lecture and reception in New York. Here’s what I took home from an exciting evening in the Big Apple.
