Topic Archives: (MAIL.L MLRYY)

Just a quick note that a holding I almost never mention, a Swedish closed-end investment fund called Vostok Nafta that was designed to invest in Russian companies, has been sold. It was not a particularly successful investment, I bought it before the collapse of the Russian market and hedged it with put options on the […]

Everyone in the investing punditry game has to make predictions, so I’ll go out on a limb here and let you know which of the stocks in the Gumshoe universe I’m most excited about for the coming year. I’m also, so you know, going to be revamping how I present and track the “Idea of […]

As I noted a week or so ago I might do, today I picked up shares of, the Russian web company, for my personal account. These guys are owners of shares of the “Russian Facebook” as well as a couple other Russian social networking sites and their namesake, Russia’s biggest portal site. I […]


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