A better airline might be the London-listed Hungarian WIZZAIR. They are the dominant low-cost airline in Central Europe and with routes to the Ukraine would get a real boost if peace broke out. Surprised at your choice of Pershing Square as I assumed i[...]

You once asked if you should do more on overseas stocks like those in Poland and Sweden. As far I am concerned-yes. Particularly Poland which is likely to be the main way of benefitting from the end of the war in Ukraine when it comes and its subsequent re[...]

One of the other reasons why investment holding companies like Exor trade at a large discount is when they are family-controlled. This is firstly because there is no likelihood of the company being broken up and the proceeds distributed and secondly there[...]

As I understand it EverArc is a UK-listed SPAC-equivalent which is buying Perimeter Solutions from a private equity fund almost entirely for cash. While the company concept may be good it is usually the case that this kind of seller will have extracted as[...]

I am also an enthusiast for warrants. Another company with them which you have mentioned recently is MarketWise -MKTWW. I cannot find out very much about them. Any thoughts anyone?[...]

You may be interested to know that Greenhaven Road Capital highlights MarketWise in their Q2 newsletter concluding with the rather-backhanded comment 'We may not be interested in having (their) content in our inboxes, but it has a spot in our portfolio.' [...]

Not related to this but could someone who watched the latest Stansberry promotion with its 'final surge portfolio' (no doubt to be followed by a Melt Down portfolio) tell me what the two tips were. I sat through almost all but got so fed up with the relent[...]

Or you could invest in The Herzfeld Caribbean Basin Fund (NASDAQ: CUBA) although it is standing at a rather optimistic 11 % premium (share price $7.14 compared to $6.44 NAV). While some of its holdings make sense as part of a play on Caribbean tourism the[...]