Alternative Investments

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...

I recently decided to invest in the stock market in Africa. I worked and lived on the continent for 7 years, before becoming a full time investor, so I feel that I have a better-than-average understanding of the potential of investing on the continent. I'll start with...

Russian equities offer a unique value proposition. Ignore the Russia narrative on mainstream media. Russia is an extremely interesting market to look into.1. Its macro metrics are a lot healthier than those of most Western countries and emerging markets.2. Russia's...