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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Latest reports (for Members only)

4x from a deal with Ukraine?

4x from a deal with Ukraine?

If or when Russian securities become fungible again, this stock could move quite quickly – as, indeed, it has already started to do.

Wind energy – turnaround ahead?

Wind energy – turnaround ahead?

Wind energy stocks are currently down-and-out. Some are better prepared than others to leave this difficult period behind – such as this one.

Laggard turning growth stock

Laggard turning growth stock

This European market leader has a 3x-5x upside over the coming 3-5 years if new management gets its growth engines revved up again. Will it?