Germany’s OHB SE is a space economy success story. Investors have benefited handsomely, too. The upcoming SpaceX IPO has propelled OHB stock into orbit.
OHB – how the “secret” German SpaceX made 15x
read more
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
The future of financial newsletters
Millions of investors subscribe to financial newsletters. How is this industry going to change? This article analyses 10 key trends.
Value Line – a Wall Street icon you didn’t know was listed
Nasdaq-listed Value Line Inc. publishes an iconic research service. Is the illiquid small-cap stock worth an investment?
Bangladesh – a surprise outperformer in 2026?
Bangladesh isn’t on investors’ radar right now. The 12 February 2026 seminal elections could spark a market re-rating.
UnBrexit – the next driver for British stocks?
Will British politics soon debate rejoining the European Union – and would that fuel speculative interest in the UK market?
“Utterly hated” – a contrarian call from my London dinner
Will the narrative around British pub chains start to change soon? Insights from my recent London dinner.
Sark – what’s next for the little island?
Will I resurrect my bid for Sark? An update.
Amentum and the power of my global readership
Amentum wasn’t followed by any analysts when it was discussed at a dinner with my readers – and this has paid off handsomely for those who attended.
Italian luxury yachts – two undiscovered growth plays
Ferretti and Sanlorenzo offer direct exposure to the fast-growing luxury yacht industry in which Italy is a hidden European champion.
Value Investing in a Global Setting – Risk Perception versus Reality
Should value investors avoid (or embrace) frontier and emerging markets? A world-exclusive transcript of a talk by Pavel Begun of 3G Capital.
Tax Receivable Agreements – an emerging asset class?
Tax Receivable Agreements are quasi-annuities, can produce yields of ≈20% p.a., and are gaining attention among investors in US companies.
Eurasia Mining – 1,000% from selling Russian assets?
Dual-listed Eurasia Mining owns mining assets in Russia. If its planned asset sale goes through, investors could reap substantial upside.
Save the date: Litigation investing online event
A full-day online event on 25 February 2026 to explore litigation investing opportunities like Panthera Resources, GreenX, Burford Capital, and Litigation Capital Management.
