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
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
This prior research report made 32 times your money – what I learned from it
My research report on Hypoport from 2010 earned my readers a 3,200% gain. The success of this investment was one of the key reasons why I decided to relaunch this website.
SBM or How to (easily!) own a piece of Monaco
Hot off the press: my 76-page research report about the Société des Bains de Mer et du Cercle des Etrangers à Monaco S.A. (SBM). Recently, SBM shares once again gathered steam. Is it time to buy again?
This brexiteering pub chain is sky-rocketing – here is why
JD Wetherspoon stocks are up more than 50 times since 1992. Here is why the well-known British pub chain still has huge long-term potential in this low growth market.
The New York Times – a great stock to play the 2020 election?
Is the New York Times failing, or is its future actually brighter than President Trump wants us to believe?
Deutsche Bank – a case-study for “When in doubt, don’t invest”
Are Deutsche Bank shares a buy or a sell? Nobody seems to know!
McDonald’s 1,400% resurgence – and what it teaches you about mainstream Zeitgeist
McDonald’s shares proved everyone wrong, making a small fortune for anyone who had the guts to go against conventional wisdom.
Uzbekistan – the door is now wide open for you
Enter the first LSE-listed Uzbekistan fund which will finally make investing in this frontier country accessible.
The sun is always shining somewhere – for your investments, too!
Why not be very ambitious and try to always be at the best (sunny) spot with your investments?
Sifting through the Woodford rubble – can we make money off his misery?
It’s likely game over for Woodford Investment Management. Neil Woodford’s portfolio might still offer some real gems worth looking at, though.
Lindblad Expeditions or “How to invest in products you actually enjoy”
Lindblad isn’t just any ordinary cruise ship operator. Its products never disappoint, customers keep coming back and growth prospects are excellent.
The AA’s car-crash IPO – can it now turn around its fortunes?
The AA PLC has seen its share price crash by 87%. What lessons can be learned from the IPO failure, and is now the time to buy into the company at rock-bottom prices?
Gazprom, perception gaps, and how to make money off both
The investment case of Gazprom perfectly illustrates how a perception gap looks like. How did the initial phase of this gap closing unfold?
