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
Don't invest in it if they don't call you crazy!
13 investment trends for a new world
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
Sark: investment opportunity of a decade
Riches among ruins (3-part series)
A few thoughts on Wirecard
Agfa-Gevaert and activist investing in Europe – a case study
Blogs to Watch (part 1): Lyn Alden
Ferrari – the company, the stock, and my car
In 2013, SeaWorld Entertainment got shamed over its treatment of orcas. Many believed the stock would never recover, but it’s now at an all-time high. What happened?
Which investors and fund managers deserve more attention? Discover those “underfollowed” investors in Sunday’s Idea Brunch, Edwin Dorsey’s latest blog.
Petershill Partners is a newly IPOed specialist fund manager that is complex and opaque. It’s worth keeping an eye on, though, for that very reason.
Last week, I had no access to the Internet (and the world). This period off the grid sparked a whole series of thoughts on how independent thinking can make you thrive.
To find deep value, look at out-of-favour countries. Argentina’s Loma Negra has a dominant market position, a solid balance sheet, and the prospect of a >20% dividend yield.
A US fund manager yesterday tipped Naked Wines as “the Netflix of wine”, and the stock is up considerably this week. Is it still worth a closer look?
Pomegranate Investment and Digikala proved a hit with my readers. Here’s another opportunity to subscribe to newly issued shares.
In-depth interviews, a focus on value investing, and a thriving community – Good Investing is one of the best investment websites in the world, and entirely for free!
Anglo American spun off its thermal coal division. “Green” funds were forced sellers, and rational buyers made a fortune. A new investment trend beckons – get in on it!
Exploding gas prices have done wonders for Gazprom, Russia’s largest energy stock. Which other crisis-ridden country offers a similar ground-floor opportunity?
The wave of takeovers in the UK continues unabated. Will shareholders of legendary British fashion brand Burberry soon receive a lucrative offer?
“Go woke, go broke” has become a well-known saying. Does it stack up against the evidence?