We ended the last post (the first part of a discussion with Harris Kupperman – “Kuppy”) discussing Mongolia and then Cambodia. In this discussion Harris and I moved on to the state of the world economy, and Japan in particular. ——- Chris: We’re living in a very unique investing environment at present. Frankly when I [...]
February 21, 2013 By 1 Comment
A Conversation with Harris Kupperman – Part 1
For long time readers, Harris Kupperman (Kuppy) needs no introduction. For more recent readers Harris is a friend, fellow cynic, hedge fund manager and CEO of Mongolia Growth Group (Ticker: YAK.V). Someone crazy enough (we are very grateful) to move from sunny Florida to Ulanbaatar in order to take advantage of the growth there. Harris [...]
December 27, 2012 By 4 Comments
The End of The World… So, Why Are We Buying NOW in Mongolia?
Waking on the morning of the 22nd of December I was startled, shocked, and horrified to find the world looking remarkably similar to the one I left the evening before. Here I was expecting a whole New World, a better world, a world without shopping malls, noisy neighbours, TV commercials, rising insurance premiums and, and, [...]
December 18, 2012 By 9 Comments
Yak & Yen, Yin & Yang
Strong macro-economic trends are typically like ocean liners or overfed pigs in feed lots. They turn slowly and with difficulty. I recently discussed Mongolia, comparing it with another resource rich country in Africa in a post entitled Congolia. Therein I re-stated our bullish stance. The country has some very strong macro-economic tailwinds behind it. We [...]
August 1, 2012 By 4 Comments
Mongolia – It’s a Wrap!
Well, that was exciting! Mark and I just spent an amazing month on the ground, networking and digging in with some of Mongolia’s best and brightest. A few days ago we concluded our first Frontier Markets Meet Up in Ulanbaataar, the capital city. To say that it was a success would be an understatement. We [...]
May 31, 2012 By Leave a Comment
“Beating that Horse”
Not long ago one of our savvy readers said to us that he liked the fact that we were focused on just a couple of themes. In his opinion you can’t focus on your core concepts “too much” if you really have conviction. That was nice to hear, as sometimes we’re afraid we may be [...]
