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
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
A few thoughts on Wirecard
This French family is squirreling away millions each year – now is the opportunity to share some of their spoils
Is there a better signal for a good investment than company owners spending millions on buying more of their own shares?
Stocks of an Israeli “outsider” gas company would have doubled your money over the last 12 months. Which begs the question, how best to make money off the Israeli gas opportunity during the next 12 months?
Buy-backs by family shareholders are always an interesting activity to research. In the case of Banque Privée Edmond de Rothschild my readers made staggering profits of up to 461%.
Porsche SE has just increased its stake in Volkswagen by EUR 400m from 52.2% to 53.1%. For Porsche/VW shares, it could well be “Now or never”.
Despite the ongoing Brexit chaos in Westminster, shares in Paris-listed Getlink SA have risen 19% since October. How is that even possible, given the uncertainty Britain faces?
The government of the world-famous Galapagos Islands has banned the importation of additional electric cars. What does this mean for the car industry’s prospects and how stocks of car manufacturers are valued?
Uzbekistan is still a ground-floor opportunity for pioneer investors. Nonetheless, it offers some investment opportunities already, and more will arise in the coming years.
Why Uzbekistan (and other “frontier markets”) should be on your radar if you want to achieve superior investment returns.
Meet Uzbekistan, one of the more unusual – but all the more interesting – markets to emerge as an investment destination.
Shares of Time Out plc have lost over 50% since the company’s IPO in June 2016 – what went wrong and are shareholders in for even more pain?
Boycotts and divestiture campaigns can make for great investment bargains – is now the time to invest in high-dividend yielding and cash flow rich energy companies?
My latest report investigates Porsche SE, probably THE best equity opportunity you can currently find on the German market. And that’s not because they’d be producing cars (they don’t!).