The remote Falkland Islands are about to give the go-ahead for oil production. Two London-listed companies will benefit mightily.
Falkland Islands – the next big thing?
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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
When the Mighty fall – and how not to fall with them
A case-study of General Electric and how to buy at the top and be forever stuck in a downwards spiral. Will the same hold true for the FAANGs?
Why US banks are safer than their European counterparts
The US had spectacular bank blow-ups, and led the world into the biggest banking crisis of living memory. Still, it has major advantages over Europe.
20 times your money when Italy declares bankruptcy?
It’s not difficult to imagine that shorting Italy’s public debt could yield 20 times your money if the country does indeed default.
Quo Vadis, North Korea? A quick look at the recent developments through the lens of an investor (part 3)
North Korea is one of the world’s most unusual emerging investment destinations. Early investors with a global outlook should take note.
The “secret” share that allows you to invest in North Korea right now (part 2)
Find out about a virtually unknown backdoor route for investing into the future of North Korea right now.
Sleepless in Seoul – my quest to understand the North Korean investment opportunity (part 1)
Investors should keep their eyes open for opportunities that give a foothold in North Korea’s economy – including166 shares of South Korean companies.
Welcome to my relaunched blog
Welcone to my relaunched investment blog where I’ll publish research reports, new ideas, partnerships as well as my free weekly dispatches!
