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.



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

13 investment trends for a new world

13 investment trends for a new world

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.

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Gazprom – is it now or never?

Gazprom – is it now or never?

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.

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Blogs to watch (part 6): Cody Shirk

Blogs to watch (part 6): Cody Shirk

Cody Shirk’s articles get priority in my inbox. His approach and style are very similar to mine but also totally different. Here are 7 reasons why I love his writing.

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Most recent

Latest reports (for Members only)

Apollo Global Management cover

Apollo Global: the new Berkshire Hathaway?

Buying stock in Apollo Global Management is like getting 500 of the world's best investment professionals to work for you.

Cresud cover

CRESUD S.A.: a crisis investing opportunity par excellence

The agriculture and real estate company is one of the smartest ways of betting on a turnaround of Argentina's fortune, if you like to take a contrarian stance.

A compounder gem for the "Experience Economy" menu

A compounder gem for the "Experience Economy"

For those seeking to benefit from the world reopening for business, this experiential travel company could be a clever investment for 2021.