Everyone expects a ‘Marshall Plan II’ for Ukraine’s reconstruction. What if the best opportunities appear before reconstruction – while most investors are still waiting?
Ukraine – invest now rather than later
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Weekly Dispatches
Undervalued Shares
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
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
Guyana – back on the map following Maduro’s arrest
In late 2024, Guyana looked exotic. Today, its leading gold play is up 10x – and the leading oil play is only just getting started.
How independent content entrepreneurs create value for investors
Independent content entrepreneurs: here’s how to build a scalable, profitable media business – and create real value for investors. An interview with Edwin Dorsey.
The future of financial newsletters
Millions of investors subscribe to financial newsletters. How is this industry going to change? This article analyses 10 key trends.
Value Line – a Wall Street icon you didn’t know was listed
Nasdaq-listed Value Line Inc. publishes an iconic research service. Is the illiquid small-cap stock worth an investment?
Bangladesh – a surprise outperformer in 2026?
Bangladesh isn’t on investors’ radar right now. The 12 February 2026 seminal elections could spark a market re-rating.
UnBrexit – the next driver for British stocks?
Will British politics soon debate rejoining the European Union – and would that fuel speculative interest in the UK market?
