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
Don't invest in it if they don't call you crazy!
13 investment trends for a new world
The world's best investors (3-part series)
Time to "short" coronavirus vaccines?
Capital controls - a return to the 1970s?
Investing in Poland (3-part series)
A new oil boom in the Falkland Islands
Venezuela - a multi-bagger recovery play?
European bank stocks - a surprise winner of higher interest rates
Pinelawn Cemetery - making a fortune from "land share certificates"
Venezuela – a multi-bagger recovery play?
Venezuela has more oil than Saudi Arabia, but suffered the worst economic collapse in modern history. Can private investors benefit from its recovery?
Blogs to watch (part 30): The Flying Frisby
Dominic Frisby’s “The Flying Frisby” – the 30th and final part of “Blogs to watch” – offers investment ideas and more.
Pinelawn Cemetery – making a fortune from “land share certificates”
Pinelawn Cemetery is the US’ only remaining cemetery with tradable land shares, and you can invest through the stock market!
The world’s best investors (part 3): Martin Ebner – Switzerland’s shareholder value pioneer
Swiss investor Martin Ebner became a billionaire out of nowhere, then nearly lost everything. Today, he is richer than ever. What does his unusual career teach us?
The world’s best investors (part 2): Nicholas Roditi – the phantom billionaire
Nicholas “Nick” Roditi is one of the greatest – and most secretive – money-makers of all time. What do we know about him, and what can we learn from him?
The world’s best investors (part 1): Karl Ehlerding – exclusive interview marking his 80th birthday
Karl Ehlerding looks back at over 60 years of stock market experience. The equity investor is truly unique among investors – in Germany, and probably worldwide.
Weltbeste Investoren (Teil 1): Karl Ehlerding – exklusives Interview zum 80. Geburtstag
Karl Ehlerding blickt zurück auf über sechs Jahrzehnte Börsenerfahrung. Der erfolgreiche Aktienanleger ist ein echtes Unikat der deutschen Aktienszene.
Lindt & Sprüngli – an exclusive “club” with a six-digit joining fee
Switzerland’s famous chocolate brand, Lindt & Sprüngli, has a six-digit share price. How did the stock reach such heights, and does it have further to run?
Polymetal: how to buy Russian gold mines for free
London-listed Polymetal gets you a stake in Russian gold mining for the proverbial song. Crisis investing at its best!
The state of Russian DRs: an update
Anyone who owns Depositary Receipts of Russian stocks has been stuck with illiquid securities. Are there any solutions in sight?
Blogs to watch (part 29): Exante Data (Jens Nordvig)
Institutional investors are paying top dollars to pick Jens Nordvig’s brain. His research and analysis firm, Exante Data, uncovers macro trends ahead of the crowd.
Forgotten microcaps (part 3): Marshall Group – the hidden real estate giant of Cambridge
The stock of Marshall Group has recently seen unusually large transactions. Could the company’s massive land bank soon drive the share price to new heights?
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