I had mobilised GBP 30m to buy a portfolio of real estate in Sark, with plans to IPO the company. How did it go, and what may happen next?
Sark – it’s not a big deal
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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
Rebuilding Ukraine - 99 stock ideas for a peace deal
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
Gazprom – is it now or never?
Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.
Blogs to watch (part 6): Cody Shirk
Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are seven reasons why I love his writing.
Riches among ruins (part 3): Bougainville Copper, or the treasure island that won’t go away
In 2004, my writing led to a 400% rise in value of an infamous, exotic mining company. This story has followed me ever since. Here is the update many of you had asked about.
Riches among ruins (part 2): my 5,000% investment adventure in war-torn Iraq
You know an investment thesis is controversial when most publishers refuse to even let you write about it. Not surprisingly for such an ultra-contrarian bet, it was also amazingly lucrative!
Riches among ruins (part 1): adventures in the dark corners of the global economy
One way to multiply your money is to invest in the world’s most washed-up, crisis-ridden countries. Here is the story of one investor who did it – over and over again!
Virgin Galactic stock price goes hypersonic – 6 valuable lessons learned
My October 2019 article about Virgin Galactic went viral at the time. The BBC quoted it, as did the Washington Post. Since then, the share gained 311%. What can we learn from it?
Blogs to watch (part 5): Klement on Investing
As good as the Financial Times, but for free. The London-based blogger Joachim Klement has some top-notch content for you.
How to make a fortune off defaulted debt
An amazing history of defaulted German bonds from 1930, czarist Russian bonds from 1917, and the upcoming opportunity with Cuban bonds from the 1930s and 1950s.
The (not so) secret Channel Islands stock exchange
The Channel Islands have become a thriving economy that few people have on their radar, and there are several ways investors can benefit from it – including the local stock exchange.
Finding opportunities (and adventure) among unlisted companies
Unlisted companies often offer the best-ever investment opportunities – provided you know how and where to find them!
Is British Airways a 15% p.a. compounder for the 2020s?
You’ll be surprised to read about British Airways (BA) on my blog. All the more, since this company is not itself listed on the stock market. You need to buy into Madrid-listed International Airlines Group (IAG, ISIN ES0177542018), a holding company that owns 100% of British Airways.
Blogs to watch (part 4): PensionCraft
PensionCraft by Ramin Nakisa is the perfect starting place to learn the very basics of investing.
