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
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?
Dubai real estate had a great run – where next?
Emaar Properties’ stock has already multiplied several times. What potential remains, and which other contrarian investments merit attention?
Lower Manhattan as a product – is it working yet?
Seaport Entertainment Group is a NYSE-listed play on the revival of New York’s southern tip. I visited the neighbourhood to evaluate the opportunity.
Dominic Frisby on how to exploit gold
Gold stocks remain undervalued, with considerable upside potential. I picked the brain of Dominic Frisby, who has just released a new book on gold, to get his take.
Texas – a “country” to invest in?
Texas is becoming a serious competitor to New York and California – here is why investors should take notice.
Future PLC – publisher as AI winner or AI loser?
Future PLC owns publications with hundreds of millions of readers. Will AI make its stock tank further, or spark its renaissance?
Allocating to Europe (part 3): Britain
Britain offers many unloved, undervalued stocks. Opportunities come from takeover candidates, changing politics, and special situations.
Allocating to Europe (part 2): The Mediterranean region
Europe’s South is popular with tourists, but it also offers surprising opportunities for public market investors.
Allocating to Europe (part 1): Germany
Despite all of its obvious problems, Germany has been producing some outlier investment gains – and there is more to come!
Allocating to Europe – a new 3-part series
Global allocators are planning to deploy hundreds of billions into European equities. How can you position your portfolio to capture this trend?
