Canada-listed Gold Reserve has legal claims against Venezuela but may instead return as a gold miner. The stock could be set for a breakout.
Gold Reserve – the #1 way to get exposure to Venezuelan mining?
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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
Did ancient Rome have a stock market?
Was it the Dutch who invented the joint stock corporation and share trading, or do the ancient Romans deserve this claim to fame?
50 things I now know about investing because I am 50
I turn 50 today. What have I learned about investing so far?
Ukraine research excursion – what did I find?
How to invest in a potential Ukraine reconstruction boom? Findings from five days of on-the-ground research.
Bespoke equity research – 100+ exclusive services
A growing class of high-priced, independent research services is breathing new life into the equity research industry.
Reinet – the forgotten child of the Rupert family
Little-known, Euronext-listed Reinet offers a backdoor route to investing into Britain’s Pension Corporation.
US-Russia tunnel – a non-consensus investment idea?
Will the century-old dream of a land connection between the US and Eurasia finally take shape?
Chris Waller on how to use “sleuthing” to gain an edge
Uncovering non-public information to help you with your investment decisions? This article tells you how.
Russian ADRs – light at the end of the tunnel?
Tens of thousands of Western investors own frozen ADRs and GDRs of Russian companies. Could the situation be resolved if peace comes to Ukraine?
Panthera Resources – multi-bagger legal claim?
London-listed Panthera Resources just closed a heavily oversubscribed placement. Why the demand for a seemingly defunct micro-company?
How to invest in iconic New York real estate
Some of New York’s most iconic buildings are traded on the stock market. Here are four examples of “real estate as equity”.
Rebuilding Ukraine – 99 stock ideas for a peace deal
A peace deal for Ukraine will steer significant funds towards private companies. Which stocks could benefit the most?
12 British small-caps worth digging into
A dozen ideas from Britain’s stock market, ranging from liquidation cases to overlooked growth stocks.
