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

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Don't invest in it if they don't call you crazy!

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13 investment trends for a new world

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Investing in Poland (3-part series)

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2020 – the year for investing in Europe?

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Sark: investment opportunity of a decade

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Riches among ruins (3-part series)
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A few thoughts on Wirecard

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Agfa-Gevaert and activist investing in Europe – a case study
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Blogs to Watch (part 1): Lyn Alden
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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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The world's best investing blogs

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Latest reports (for Members only)

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Novavax: The "best" coronavirus vaccine and an undervalued stock?

Can coronavirus vaccine maker Novavax profit from the vast majority of unvaccinated people, and make vaccine sceptics fall in love with it?

"Dollar stores" are coming to Europe cover

"Dollar stores" are coming to Europe

This company is one of the few publicly-listed European companies that lets you benefit from the deep-discount retail trend.

IWG cover

IWG plc: THE hybrid work model stock

Flexible office space provider IWG is gearing up for a large, tax-free capital return which could give shareholders all their money back while staying invested.