Uzbek investments are starting to take off. Which ones are worth investigating, and how can you research them?
Uzbekistan is gathering pace – what to look at now
read more
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
“Utterly hated” – a contrarian call from my London dinner
Will the narrative around British pub chains start to change soon? Insights from my recent London dinner.
Sark – what’s next for the little island?
Will I resurrect my bid for Sark? An update.
Amentum and the power of my global readership
Amentum wasn’t followed by any analysts when it was discussed at a dinner with my readers – and this has paid off handsomely for those who attended.
Italian luxury yachts – two undiscovered growth plays
Ferretti and Sanlorenzo offer direct exposure to the fast-growing luxury yacht industry in which Italy is a hidden European champion.
Value Investing in a Global Setting – Risk Perception versus Reality
Should value investors avoid (or embrace) frontier and emerging markets? A world-exclusive transcript of a talk by Pavel Begun of 3G Capital.
Tax Receivable Agreements – an emerging asset class?
Tax Receivable Agreements are quasi-annuities, can produce yields of ≈20% p.a., and are gaining attention among investors in US companies.
