Will I resurrect my bid for Sark? An update.
Sark – what’s next for the little island?
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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
San Francisco real estate – a proxy for the death of woke?
San Francisco is a global symbol for “progressive” policies leading to an urban hellscape. Is now the time for contrarians to dip in?
Ukraine reconstruction – which stocks will benefit?
Ukrainian President Zelensky seems open to direct peace talks with Russia. Which stocks could benefit from a potential reconstruction boom?
Helios Underwriting – down the rabbit hole of Lloyd’s of London’s insurance market
Little-known Helios Underwriting is a clever back-door entry to the lucrative Lloyd’s insurance market.
Falkland Islands – the next big thing?
The remote Falkland Islands are about to give the go-ahead for oil production. Two London-listed companies will benefit mightily.
Sark bid – decision time
The Sark Property Company will shortly release its deck for a Series A funding round. Here’s what’s been going on behind the scenes.
Denmark investor trip – what we learned
Two days of nonstop fact-finding in and around Copenhagen. Here is what you’ve missed.
26 “weird shit” investing ideas
Genuinely original, outside-the-box investment ideas from the bi-continental inaugural Weird Shit Investing conference – all wrapped up in a free manual.
Yoma Strategic – betting on peace in Myanmar
Myanmar’s civil war seems to be taking a turn. Singapore-listed Yoma Strategic offers exposure to this crisis investing situation.
NUAM – the catalyst-rich “secret” new stock exchange
Merging the stock exchanges of Chile, Colombia and Peru has created an interesting, little-noticed new stock, Holding Bursátil Regional (“NUAM”).
The Gym Group – 3x upside with this undervalued British small-cap
The pandemic nearly broke the neck of most gym companies. The Gym Group could finally stage a recovery.
Hong Kong investor trip – what we learned
Two days of nonstop fact-finding in Hong Kong. Here is what you’ve missed.
Hingham Institution for Savings or how to analyse stocks
The stock of regional US bank Hingham Institution for Savings became a 100-bagger. Now down 50% from its high, is it once again a buy?
