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
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
A few thoughts on Wirecard
Can investors make a fortune off African tech companies? I think they can, and I’ve found a candidate that I’m really excited about!
Why does Africa offer surprisingly attractive growth prospects? What industries should you focus on? My exploration continues.
You often find the best investment opportunities where no one else is looking. That’s why Africa offers so many possibilities.
Investor Amnesia has a unique approach: it looks to the history of financial markets to help you make sense of today.
The venerable Belgian company seems to be heading towards liquidation. It makes for a perfect example to learn about the rise of activist investing on the Old Continent.
The stock price of Getlink SA, the company behind the Eurotunnel, has collapsed due to the coronavirus crisis. Is now the time to load up?
Yes, you can invest in the Wimbledon tennis courts. The organiser of the world-famous tournament has issued a little-known, quirky security that trades through a London brokerage firm.
If my instinct is right, this online company is a ground floor opportunity similar to investing in Amazon 20 years ago. It is already world-leading in its market. You could even say that it has created its own market by approaching a problem in a different way than everyone else. It could be a category-defining company.
If you’d like a window into the US market (as well as 25 stock recommendations every year), then Eddy Elfenbein’s “Crossing Wall Street” blog is for you.
Risk management used to be a boring subject, but the coronavirus has changed that. Here are my thoughts on useful lessons for private investors, as well as new opportunities arising out of the crisis.
The coronavirus crisis will turn out to be an inflexion point. From here onwards, the world (and stock markets) won’t continue as a linear extrapolation of the past. Here are some thoughts how it might continue.
Gazprom – that lumbering, state-controlled energy giant – is going full capitalist. Vladimir Putin has adopted a new strategy and he wants to maximise the value of the 50.1% stake that is owned by his government. Read all about it in my new report.