Brokers, placement agents, middle men, promoters, consultants, financial intermediaries…call them whatever you wish. They have existed in the financial space since man invented a way to exchange one thing of value for another. Some do a fine job, provide a valuable service and deserve every penny they earn. In my experience however, and that of [...]
January 10, 2013 By 2 Comments
Tales of a Track Record
Now that we’ve said goodbye to 2012 we thought it appropriate to reflect. Specifically, we want to go back and review the trades and speculations we picked to outperform in 2012 and beyond. Chris and I are speculators first and foremost. We trade, but we make a few longer-term investments from time-to-time as well. I [...]
October 25, 2012 By Leave a Comment
Capitalizing on Exponential Growth
“There’s no way that company exists in a year.” – Tom Siebel, founder of software firm Siebel Systems. This was Tom Siebel talking about Salesforce.com, easily one of the hottest companies in the cloud computing space, and the reason behind founder Marc Benioff’s billionaire status. Siebel Systems, on the other hand no longer exists today, [...]
August 20, 2012 By Leave a Comment
What An Ancient Chinese Board Game Can Teach Us About Investing In Frontier Markets
Since our Mongolia Meet Up Chris and I have been fast and furious. Over the last week we’ve published posts on both Laos and Cambodia, which we previously covered in-depth with our friend Doug Clayton from Leopard Capital. For those who may have missed his musings, Chris just returned from a road trip that took [...]
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 [...]
July 24, 2012 By 1 Comment
Crowdfund This!
Crowdfunding will change Wall Street for the better! There, I said it…let the hate mail ensue. This view is held by a new friend of ours, Dara Albright, the founder of NowStreet Media. She’s a pioneer in reforming the financial markets, and my new hero. Plus she’s just a cool chic! Her site, NowStreetJournal.com is [...]
