London-listed Camellia PLC long seemed like a relic from bygone times, but it has recently updated its capital allocation strategy. Does a short-term catalyst beckon?
Camellia – modernising a “secret” agriculture company
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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
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.
ZIGUP – acquisition target with 100-200% upside
ZIGUP is a highly profitable yet little-known business listed in London. Here is how it was pitched at today’s Passive Investor Event in Texas.
Zion Oil & Gas: could Israel’s #1 shit co finally take off?
The stocks of mining “shit cos” have been on a tear lately. Could Israel’s Zion Oil & Gas be next to take off?
European telecoms – opportunity hiding in plain sight
The European Commission wants telecoms companies to become more profitable and engage in M&A. Meanwhile, the sector has quietly outperformed.
3 investment ideas from last night’s reader dinner
My network of readers has become an invaluable source of investment ideas. Even if you don’t attend my reader events, you can still benefit from their insights.
UK real estate stocks – so ‘dead’ it’s time to invest?
UK real estate stocks are trading at historically low multiples. Will they ever shake off the current doom and gloom?
