Independent content entrepreneurs: here’s how to build a scalable, profitable media business – and create real value for investors. An interview with Edwin Dorsey.
How independent content entrepreneurs create value for investors
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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
The 0.1% refugee crisis – how to go long high-net-worth migration
How can public market investors benefit from the new megatrend of high-net-worth migration?
Ingles Markets – land reserves understated by 21x?
Ingles Markets is a regional US supermarket chain. Forensic research in government records shows that it owns more real estate than the market is aware of.
Learning Technologies Group – an upcoming ‘forced’ takeover?
Britain’s talent management company Learning Technologies Group would benefit from becoming American. Will it soon receive a bid from the US?
Cash isn’t dead – and this stock stands to benefit
British banknote producer De La Rue is officially earmarked for a break-up and sale. The stock should gain 40-60% over the next 12 months.
eVTOLs – time to (finally) bet on flying cars?
Plans for air taxis at the Paris Olympics were scrapped. Could this be the point of maximum pessimism for eVTOL stocks?
ADVFN – the world’s cheapest fintech stock?
London-listed information provider ADVFN is a murky micro-cap which could rise by 100x.
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.
