Alternative Investments

I've been talking about how to invest Uranium on this blog and channel since early 2021. Uranium equities have done very well since then, albeit with a lot of volatility. I continue to believe that uranium is still one of the most alluring investments out there. I had...

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...

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...

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...

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...

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...