Capex Asymmetric Trader

A Blueprint for Investing in Frontier Markets

By: Mark Wallace Our friends at Pathfinder Capital have created an excellent report on frontier markets. These guys live and breath the frontier, putting boots on the ground where most of us wouldn’t care to visit. Both of the founders are ex-military guys who cut their teeth in places like Libya, Iraq and eastern Europe. […]

2013 In the Rearview Mirror – Part II

By: Chris Tell Earlier this week Mark took us through the public calls we made for the first half of 2013. Today I’ll cover the last half of 2013. Let’s take a walk down memory lane. Before I do that however, I owe our readers an apology. As I was working on this summary, in […]

“Rio Tinto Is Screwing Turquoise Hill Shareholders!”

By: Chris Tell So says a contact of ours in Mongolia. (This post is the result of various conversations which have transpired over the last few weeks. As such consider this a timely “bonus” issue.) Journalists are often constricted in many ways. Firstly by their publishing houses, whose prerogative is to sell copy. They are […]

The Case For Frontier Farmland

By: Scott Baker The following post ran just recently over at Pathfinder Ventures blog, an investment advisory and asset management firm focused on select Frontier Markets. Our own Scott Baker provided the dialogue.   The following content is provided courtesy of our colleague Scott.  As Scott is passionate about the case for investment in frontier […]

Coming – Phase II of the Mongolian Boom!

By: Chris Tell Since this blog is pretty much a running commentary of our “exploits”, today I decided to post up an email conversation I had with our colleague Harris Kupperman. I took a few liberties with editing, but only slightly so that it would make sense to you, dear readers. By now most of […]

Conquering the Indonesian (and Mongolian) Frontier

I caught up recently with Ranjeet Sundher in Singapore to go over his latest projects and thought it would be worthwhile introducing him to you. I really like Ranjeet because he’s a nuts and bolts entrepreneur, the type of guy who is adaptive enough, smart enough and flexible enough to prosper in countries which many […]