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
Stock Spin-off Investing not only offers high-quality investing research, but it’s also a model case for successful blogger entrepreneurship.
Following its switch to a subscription-based operating model, FranklinCovey has a huge growth runway in corporate training. Its stock also has further to run.
Some tech stocks have already reached bargain territory. Here’s why you should focus on subscription businesses (I know I will).
Once a “conspiracy theory”, the Wuhan lab theory has become “the most likely origin”. Are we going to see a similar 180-degree turn on vaccines?
Coal mines offer up to 40% annual return. This is not the only reason why this an industry worth investigating.
Hydrogen is a powerful form of energy, but it’s often overshadowed by solar and wind. Could hydrogen stocks become a surprise growth investment?
In December 2018, I featured Gazprom as the world’s best dividend play. Introducing today: Brazil’s Petrobras, its legitimate successor.
In China, 52% of all retail purchases are made online. In South America, it’s 6%. This South American e-commerce stock will benefit when the market finally catches up.
How to apply the simple but effective Gartner Hype Cycle in practice? Meet the group of stocks that fits right into this analysis tool.
There is one very simple rule that has proven invaluable during my investment career. It’s too effective and important not to share with you.
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.