Emerging Value: Spotlight on Brazil
Brazil offers investors high growth, rich resources, a young population, and exceptional dividends. There are also risks. Here's a breakdown.
Jonathan's Latest Articles
Industry Primer: Telecom
Telecom is an omnipresent industry that has split into multiple sectors. It's also a widely misunderstood industry, Here's a closer look.
Investor Profile: Stanley Druckenmiller
Stanley Druckenmiller is one of the most successful investors of the last 30 years. Here's a look at the method behind the results.
Defense Industry Industry Overview & Outlook (2024)
Should you invest in the defense industry? If you do, how would you begin assessing the contenders? Here are some factors to consider.
Capitalizing on USA-China Tensions
The rivalry between the US and China is a fact of life. Investors can't change it, but they can look for ways to exploit it.
Value Traps: What Are They and How to Avoid Them
Every value investor will encounter value traps, and many will fall into one. Understanding them can help limit the damage.
Growth Investing Strategies That Work and Their Limits
Growth investing means picking companies that will be the future winners. Learn which growth investing strategies work and their limits.
Wacky Economic Indicators
There are many economic data , some more sensible than others. These wacky economic indicators are definitely on the fringe!
Pepco (PCO.WA) Stock Analysis
Pepco is a discount retailer that stands to gain market share as European shoppers, stressed by energy costs, look for better deals.
Understanding Profit Margins: Profit, Gross, and Net
Profit margins are a key element in analyzing companies, but many investors get confused by the different types of margins.
Industry Primer: E-commerce
E-commerce has emerged as a dominant feature of the retail landscape, but how can investors choose the next winners? Let's look.
Investor Profile: George Soros
George Soros is famous for political controversy, but he's also one of the most successful investors of his generation.
Spotting and Investing (or Trading) in a Market Bubble
A Market bubble occurs when asset prices outstrip fundamental value. Let's look at how they work and how you can trade them.
Industry Primer: Biotech
Biotech companies offer huge potential but are notoriously difficult to evaluate. Here's a look at some factors to consider.
Rising Interest Rates: Effects on the Economy and Currencies
Interest rates are a core part of the financial conversation today. Here's a look at how rate movements affect different asset classes.
Capital Structure: Retained Earnings, Capital Raises, Debt & Dilution
Capital structure is a term that describes who owns a company and where it gets its money. Why does it matter and how can you use it?
Industry Primer: Pharmaceuticals
Pharma is often avoided by retail investors, as it feels overly complex. We explain the basics of investing in the pharmaceutical industry.
The Intelligent Investor Review: Key Concepts & Actionable Tips
Benjamin Graham's "The Intelligent Investor" is one of the most recommended investing books. Is it still relevant today?
The European Energy Crisis Explained
The European energy crisis will have repercussions worldwide. We take a closer look at what's happening and what it means.
Investing in Semiconductors: Industry Primer
Investing in semiconductors can be profitable but the complexity of the industry is challenging. Here's a basic primer.
