Chris and I spend the majority of our time researching and investing in frontier markets. We make it a point to get to know the folks that are on the ground making capital allocation decisions in places like Nepal, Mongolia, Burma, Cambodia, Sri Lanka, Uruguay, West Africa and Fiji. Over the last couple years we’ve [...]
December 6, 2011 By 2 Comments
Nepal, Mongolia, Burma, Cambodia – Frontier Markets with Massive Investment Potential
November 29, 2011 By 5 Comments
No Till Agriculture – Clean Seed Capital
Chris and I are big believers in agriculture. We all have to eat, and every year there are more and more of us crowding onto this big ball of dirt. Agriculture is a dynamic industry with many moving parts. We’ve discussed some diverse ways to play it, including bioplastics and greenwashing. At the base level [...]
January 18, 2011 By Leave a Comment
How to safely play the Tunisian crisis
On the 14th of January, 2011 President Zine El Abidine Ben Ali fled Tunisia amidst violent protests. This scene has played out across the world more times than I care to mention, and I would like to point out a couple of things. Firstly, it is and always will be astounding to me the level [...]
