Alternative Investments

Review of Capitalist Exploits Newsletter

Review of Capitalist Exploits Newsletter

I had a great time interviewing Chris who runs a contrarian investing hedge fund. I've been a subscriber of his Capitalist Exploits newsletter for two years and was happy to have him on as a review. He's been around the block. We discussed: Some of the biggest...

Marhelm Review – On the importance of understanding Trade Flows

Marhelm Review – On the importance of understanding Trade Flows

A few weeks ago when I was spending time in Panama I stayed over at Calvin's guesthouse in beautiful Boquete. We used this opportunity to discuss why we both invested in Ecopetrol (the Colombian national oil company) which went viral on Twitter. We made another video...

Investing in a Teak Wood Plantation, is it worth it?

Investing in a Teak Wood Plantation, is it worth it?

Fundamentally, this article is not only about investing in a teak wood plantation, but also about various types of such packaged investments. Maybe you've stumbled upon in-flight magazines or websites that promise high returns for agricultural and forestry...

Investing in Uzbekistan in 2022 – a unique frontier market

Investing in Uzbekistan in 2022 – a unique frontier market

Back in 2019 I went on a trip to Uzbekistan to explore opportunities on-the-ground as the country's macro picture was so appealing. I went there hoping to buy real estate, but instead came back with a local brokerage account. There were companies on the local stock...

Investing in Asian value stocks

Investing in Asian value stocks

I had a discussion with Michael Fritzell of Asian Century Stocks, a Swede who has been living and investing in Asia for 15 years. He runs a Substack specializing in Asian value stocks (here). In most of Asia, investing directly in real estate is complicated for...

African Frontier Stock Markets 2022 Outlook

African Frontier Stock Markets 2022 Outlook

Just to make things clear upfront, as there are many South Africans on this mailing list, I am not at all bullish South Africa. However, I am bullish on some of the more dynamic African frontier stock markets south of the Sahara. I explained my rational in this...

A 98% crash in volume at the Belgrade Stock Exchange. Opportunity?

A 98% crash in volume at the Belgrade Stock Exchange. Opportunity?

I recently spent two weeks in Belgrade to look at investment opportunities as I like Serbia's long term trajectory. Obviously, I looked at real estate, and a written research report on the topic will get published in the weeks ahead. Writing down the thesis and my...

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