Agriculture, it’s a sector Mark and I are unashamedly bullish on. Government stupidity, central bank money printing, political over-reach and the fact that we all have to eat; these are things we are confident will continue! Capitalizing on our thesis should be easy enough, however the biggest problem we’ve encountered is finding agricultural land worth [...]
October 9, 2012 By Leave a Comment
Impact Investing – An Opportunity to do “Good
Chris and I are capitalists. If that isn’t completely obvious by now (the name of this site should be a dead giveaway!) then you’re in the wrong place. However, we aren’t heartless capitalists, greedy capitalists, capitalist pigs or any other derogatory or unethical variety of the species. When we can invest and back entrepreneurs who [...]
August 14, 2012 By 2 Comments
Laos – Good News and The Good News!
Firstly the good news…I contained myself from throttling a mindless bureaucrat at the Thai embassy in Vientiane…just! 7 hours of queues (yeah you read that right, 7 freaking hours)…with kids in tow! I relish this with the same enthusiasm I typically reserve for chronic constipation. Combine the already tedious, non-sensical, paperwork laden visa procedures with [...]
April 18, 2012 By 1 Comment
Kung Fu Finance – Part II
Today we’re finishing up our discussion with Susan Fujii, otherwise known as Kung Fu Girl. Her website KungFuFinance.com is an EXCELLENT place for novice investors to begin their journey to mastery. However, even experienced investors can learn a little something from Susan’s journey of investor self-awareness. I just made that up by the way… Hmmmmm. [...]
April 17, 2012 By 1 Comment
Kung Fu Finance
A couple months back I had the pleasure of meeting Susan Fujii. We were both in attendance at Simon Black’s presentation for his sustainable farm community in central Chile. Unfortunately we really didn’t get to chat until the event was literally over. In retrospect that may have been a good thing, as I would have [...]
December 13, 2011 By 1 Comment
Leverage – Why Here, Why Now?
Leverage – It brought down, LTCM, Lehman and recently MF Global. It will probably bring down Deutsche and Credit Anstalt before the final episode of the European sitcom, “We’re all family right?” is released to viewers around the world, likely to the Dire Straits tune Brothers in arms. The flip side of the coin is that [...]
