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4/ Earnings per share are up 21x, and the share price has increased 42x. Had AutoZone been UK-listed, the long-term outcome for shareholders would almost certainly have been very different; a large portion of the company's free cash flow would likely have gone toward dividends.
February 9, 2026 at 10:16 AM
4/ Earnings per share are up 21x, and the share price has increased 42x. Had AutoZone been UK-listed, the long-term outcome for shareholders would almost certainly have been very different; a large portion of the company's free cash flow would likely have gone toward dividends.
42x with a boring business – could it happen again?
It is hard to imagine a more boring business than AutoZone, the US retailer of automotive parts and accessories.
Yet since 2005, the firm's share price is up 42x.
How did this happen, and does the UK hide similar opportunities?
It is hard to imagine a more boring business than AutoZone, the US retailer of automotive parts and accessories.
Yet since 2005, the firm's share price is up 42x.
How did this happen, and does the UK hide similar opportunities?
February 9, 2026 at 10:16 AM
42x with a boring business – could it happen again?
It is hard to imagine a more boring business than AutoZone, the US retailer of automotive parts and accessories.
Yet since 2005, the firm's share price is up 42x.
How did this happen, and does the UK hide similar opportunities?
It is hard to imagine a more boring business than AutoZone, the US retailer of automotive parts and accessories.
Yet since 2005, the firm's share price is up 42x.
How did this happen, and does the UK hide similar opportunities?
6/ As the UBS report put it, ExxonMobil may even increase its Guyana targets. The company's fundamentals remain compelling to many observers – particularly given the scale of its operations and its well-known political backing.
January 30, 2026 at 2:27 PM
6/ As the UBS report put it, ExxonMobil may even increase its Guyana targets. The company's fundamentals remain compelling to many observers – particularly given the scale of its operations and its well-known political backing.
4/ On 21 January 2026, UBS published "Guyana Deep Dive", focusing particularly on ExxonMobil's growth plans in the country. With a 45% stake in the Stabroek Block, the company is the largest stakeholder in Guyana's oil reserves.
January 30, 2026 at 2:27 PM
4/ On 21 January 2026, UBS published "Guyana Deep Dive", focusing particularly on ExxonMobil's growth plans in the country. With a 45% stake in the Stabroek Block, the company is the largest stakeholder in Guyana's oil reserves.
2/ Many foreign-listed firms only make a small portion of revenue from Guyana or suffer from limited liquidity. Two exceptions stood out: ExxonMobil and Omai Gold Mines. Already a beneficiary of the rising gold price, the latter got another boost after Maduro's arrest.
January 30, 2026 at 2:27 PM
2/ Many foreign-listed firms only make a small portion of revenue from Guyana or suffer from limited liquidity. Two exceptions stood out: ExxonMobil and Omai Gold Mines. Already a beneficiary of the rising gold price, the latter got another boost after Maduro's arrest.
1/ While Guyana had begun to gain strategic importance – as a result of discovering gargantuan oil reserves – development of these reserves was constrained for years by Venezuela's claim over the Essequibo region, an area with a disproportionate share of Guyana's natural wealth.
January 30, 2026 at 2:27 PM
1/ While Guyana had begun to gain strategic importance – as a result of discovering gargantuan oil reserves – development of these reserves was constrained for years by Venezuela's claim over the Essequibo region, an area with a disproportionate share of Guyana's natural wealth.
Guyana – back on the map following Maduro's arrest
Maduro's seizure by the US military removed Venezuela's invasion threat to Guyana.
For investors, the bigger story is rapid economic momentum – making Guyana a timely investment destination to revisit.
Maduro's seizure by the US military removed Venezuela's invasion threat to Guyana.
For investors, the bigger story is rapid economic momentum – making Guyana a timely investment destination to revisit.
January 30, 2026 at 2:27 PM
Guyana – back on the map following Maduro's arrest
Maduro's seizure by the US military removed Venezuela's invasion threat to Guyana.
For investors, the bigger story is rapid economic momentum – making Guyana a timely investment destination to revisit.
Maduro's seizure by the US military removed Venezuela's invasion threat to Guyana.
For investors, the bigger story is rapid economic momentum – making Guyana a timely investment destination to revisit.
6/ As the UBS report put it, ExxonMobil may even increase its Guyana targets. The company's fundamentals remain compelling to many observers – particularly given the scale of its operations and its well-known political backing.
January 30, 2026 at 1:57 PM
6/ As the UBS report put it, ExxonMobil may even increase its Guyana targets. The company's fundamentals remain compelling to many observers – particularly given the scale of its operations and its well-known political backing.
4/ On 21 January 2026, UBS published "Guyana Deep Dive", focusing particularly on ExxonMobil's growth plans in the country. With a 45% stake in the Stabroek Block, the company is the largest stakeholder in Guyana's oil reserves.
January 30, 2026 at 1:57 PM
4/ On 21 January 2026, UBS published "Guyana Deep Dive", focusing particularly on ExxonMobil's growth plans in the country. With a 45% stake in the Stabroek Block, the company is the largest stakeholder in Guyana's oil reserves.
2/ Many foreign-listed firms only make a small portion of revenue from Guyana or suffer from limited liquidity. Two exceptions stood out: ExxonMobil and Omai Gold Mines. Already a beneficiary of the rising gold price, the latter got another boost after Maduro's arrest.
January 30, 2026 at 1:57 PM
2/ Many foreign-listed firms only make a small portion of revenue from Guyana or suffer from limited liquidity. Two exceptions stood out: ExxonMobil and Omai Gold Mines. Already a beneficiary of the rising gold price, the latter got another boost after Maduro's arrest.
1/ While Guyana had begun to gain strategic importance – as a result of discovering gargantuan oil reserves – development of these reserves was constrained for years by Venezuela's claim over the Essequibo region, an area with a disproportionate share of Guyana's natural wealth.
January 30, 2026 at 1:57 PM
1/ While Guyana had begun to gain strategic importance – as a result of discovering gargantuan oil reserves – development of these reserves was constrained for years by Venezuela's claim over the Essequibo region, an area with a disproportionate share of Guyana's natural wealth.
How independent content entrepreneurs create value for investors
Edwin Dorsey is an outstanding talent and innovator of his generation in the investment newsletter sector.
What can aspiring content entrepreneurs learn from him?
Read on for what Edwin has to say on...
Edwin Dorsey is an outstanding talent and innovator of his generation in the investment newsletter sector.
What can aspiring content entrepreneurs learn from him?
Read on for what Edwin has to say on...
January 23, 2026 at 8:55 AM
How independent content entrepreneurs create value for investors
Edwin Dorsey is an outstanding talent and innovator of his generation in the investment newsletter sector.
What can aspiring content entrepreneurs learn from him?
Read on for what Edwin has to say on...
Edwin Dorsey is an outstanding talent and innovator of his generation in the investment newsletter sector.
What can aspiring content entrepreneurs learn from him?
Read on for what Edwin has to say on...
13/ #9: Your technology stack matters. Despite this, technology remains critical. Successful newsletters are increasingly multi-channel, requiring a more sophisticated mix of products and services. Platforms offering integrated services will continue to grow.
January 16, 2026 at 1:31 PM
13/ #9: Your technology stack matters. Despite this, technology remains critical. Successful newsletters are increasingly multi-channel, requiring a more sophisticated mix of products and services. Platforms offering integrated services will continue to grow.
5/ #1: The mainstreaming of financial newsletters. Investing and trading have gone viral in mainstream culture, and retail investors have just closed out their best year ever. Globally, there are now probably over one billion people who actively invest in one way or another.
January 16, 2026 at 1:31 PM
5/ #1: The mainstreaming of financial newsletters. Investing and trading have gone viral in mainstream culture, and retail investors have just closed out their best year ever. Globally, there are now probably over one billion people who actively invest in one way or another.
2/ Even The Wall Street Journal started as a financial newsletter (the Customer Afternoon Letter). It recently called 2025 "the year the newsletter business reached a fever pitch", describing the successful launch of "Cassandra Unchained" by Michael Burry, the short-seller of GFC fame.
January 16, 2026 at 1:31 PM
2/ Even The Wall Street Journal started as a financial newsletter (the Customer Afternoon Letter). It recently called 2025 "the year the newsletter business reached a fever pitch", describing the successful launch of "Cassandra Unchained" by Michael Burry, the short-seller of GFC fame.
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 – based on learnings from the recent Financial Marketing Summit.
Millions of investors subscribe to financial newsletters. How is this industry going to change?
This article analyses 10 key trends – based on learnings from the recent Financial Marketing Summit.
January 16, 2026 at 1:31 PM
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 – based on learnings from the recent Financial Marketing Summit.
Millions of investors subscribe to financial newsletters. How is this industry going to change?
This article analyses 10 key trends – based on learnings from the recent Financial Marketing Summit.
10/ Share buybacks from the Bernhard family over the past decade have reduced the company's free float by 43%. Ongoing buybacks will likely lead towards an eventual going private. Based on precedent, it would be optimistic to expect that such an offer would be overly generous.
January 9, 2026 at 8:50 AM
10/ Share buybacks from the Bernhard family over the past decade have reduced the company's free float by 43%. Ongoing buybacks will likely lead towards an eventual going private. Based on precedent, it would be optimistic to expect that such an offer would be overly generous.
6/ To this day, Value Line publishes "The Value Line Investment Survey®". Publishing revenue, however, is declining, partially offset by copyright fees and brand-licensing royalties. Nearly two-thirds of publishing revenue now comes from digital subscriptions.
January 9, 2026 at 8:50 AM
6/ To this day, Value Line publishes "The Value Line Investment Survey®". Publishing revenue, however, is declining, partially offset by copyright fees and brand-licensing royalties. Nearly two-thirds of publishing revenue now comes from digital subscriptions.
4/ After a federal investigation that began in 2004, then-CEO Jean agreed with the SEC to pay USD 45m for allegations of 20 years (!) of overcharging mutual fund clients. Jean was barred as CEO but landed softly financially, having extracted USD 175m via a special dividend.
January 9, 2026 at 8:50 AM
4/ After a federal investigation that began in 2004, then-CEO Jean agreed with the SEC to pay USD 45m for allegations of 20 years (!) of overcharging mutual fund clients. Jean was barred as CEO but landed softly financially, having extracted USD 175m via a special dividend.
3/ Following the subsequent death of their mother, open warfare erupted between the siblings. Eventually, "Mean Jean" had the company pay out a USD 149m special dividend. She used the proceeds to buy out her brother and secure full control.
January 9, 2026 at 8:50 AM
3/ Following the subsequent death of their mother, open warfare erupted between the siblings. Eventually, "Mean Jean" had the company pay out a USD 149m special dividend. She used the proceeds to buy out her brother and secure full control.
Value Line – a Wall Street icon you didn't know was listed
Value Line is about as storied a brand as they come.
What hardly anyone realises is that it is listed on Nasdaq – and, despite a decade-long company drama, it continues to spit out cash.
A closer look at this obscure case.
Value Line is about as storied a brand as they come.
What hardly anyone realises is that it is listed on Nasdaq – and, despite a decade-long company drama, it continues to spit out cash.
A closer look at this obscure case.
January 9, 2026 at 8:50 AM
Value Line – a Wall Street icon you didn't know was listed
Value Line is about as storied a brand as they come.
What hardly anyone realises is that it is listed on Nasdaq – and, despite a decade-long company drama, it continues to spit out cash.
A closer look at this obscure case.
Value Line is about as storied a brand as they come.
What hardly anyone realises is that it is listed on Nasdaq – and, despite a decade-long company drama, it continues to spit out cash.
A closer look at this obscure case.
Could Bangladesh be the next dark horse among frontier and emerging markets? 🇧🇩
Its stock market is trading near multi-year lows – both in absolute terms and on valuation metrics.
Here are 3 ways to gain exposure 👇
www.undervalued-shares.com/weekly-dispa...
Its stock market is trading near multi-year lows – both in absolute terms and on valuation metrics.
Here are 3 ways to gain exposure 👇
www.undervalued-shares.com/weekly-dispa...
January 6, 2026 at 9:07 AM
Could Bangladesh be the next dark horse among frontier and emerging markets? 🇧🇩
Its stock market is trading near multi-year lows – both in absolute terms and on valuation metrics.
Here are 3 ways to gain exposure 👇
www.undervalued-shares.com/weekly-dispa...
Its stock market is trading near multi-year lows – both in absolute terms and on valuation metrics.
Here are 3 ways to gain exposure 👇
www.undervalued-shares.com/weekly-dispa...
Does Bangladesh have what it takes to be the next frontier market outperformer? 🇧🇩
Inflation has fallen into the high single digits – setting the stage for interest rate cuts in the year ahead.
Here are 3 ways to gain exposure 👇
www.undervalued-shares.com/weekly-dispa...
Inflation has fallen into the high single digits – setting the stage for interest rate cuts in the year ahead.
Here are 3 ways to gain exposure 👇
www.undervalued-shares.com/weekly-dispa...
January 5, 2026 at 8:06 AM
Does Bangladesh have what it takes to be the next frontier market outperformer? 🇧🇩
Inflation has fallen into the high single digits – setting the stage for interest rate cuts in the year ahead.
Here are 3 ways to gain exposure 👇
www.undervalued-shares.com/weekly-dispa...
Inflation has fallen into the high single digits – setting the stage for interest rate cuts in the year ahead.
Here are 3 ways to gain exposure 👇
www.undervalued-shares.com/weekly-dispa...
9/ AFC Asia Frontier Fund's current allocation to Bangladesh is 10%, which provides a relatively easy way to participate in the opportunity. In addition, the broader region appears set for strong earnings growth. The fund is accessible from USD 25,000.
January 2, 2026 at 8:46 AM
9/ AFC Asia Frontier Fund's current allocation to Bangladesh is 10%, which provides a relatively easy way to participate in the opportunity. In addition, the broader region appears set for strong earnings growth. The fund is accessible from USD 25,000.
8/ Idea #3: AFC Asia Frontier Fund, a fund that since 2021 has delivered returns of over 200% in USD terms. Ahead of the 2024 elections, it invested heavily in Pakistan and Sri Lanka, which paid off handsomely. Over the past three years, the fund has doubled in value.
January 2, 2026 at 8:46 AM
8/ Idea #3: AFC Asia Frontier Fund, a fund that since 2021 has delivered returns of over 200% in USD terms. Ahead of the 2024 elections, it invested heavily in Pakistan and Sri Lanka, which paid off handsomely. Over the past three years, the fund has doubled in value.