Tech stocks: avoid the undertow – OWTW
Looking at the carnage in “growth” stocks, it feels like it was eons back when our friend Kuppy warned just a few weeks ago (on 25 April
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The outbreak of Covid-19 prompted governments around the world to introduce “lockdowns”, in an effort to reduce the spread of the virus.
One of the unintended consequences has been unprecedented supply and labour destruction in our globalised food system – that was fragile to begin with.
As food is literally being destroyed on farms, it’s also not being harvested or planted…
This, we argue, has created the perfect storm for food prices to rise – and certain agricultural assets to outperform.
Looking at the carnage in “growth” stocks, it feels like it was eons back when our friend Kuppy warned just a few weeks ago (on 25 April
The EU formally adopted the fifth round of sanctions against Russia last week. In essence, it targets Russia’s coal sector. European companies will no longer
As far as I can tell the Emirates are doing everything in their power to open this place up and make it more attractive. Two
No, really. Especially about crappy things like this. But here we are and the pointy shoes in Berlin have a solution to their self-inflicted energy
Human beings — regardless of race, religion or culture — like to embrace any belief that is absolute. This is because absolute beliefs are simple,
“It’s a b**ch.” That’s how Netflix CEO Reed Hastings reportedly commented on the turn of faith for one of the growth darlings. We imagine Bill Ackman had
We are not ‘publishers’, we are investors whose mandate is simple: to identify asymmetric risk/reward opportunities wherever they may lie. We are not wedded to any asset, sector, jurisdiction or investment vehicle, but instead use subject-matter experts to guide us on diligencing opportunities that enable us to achieve outsized returns.
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Chris has founded and built several multi-million dollar businesses in the investment arena including overseeing the deployment of over $30m into Venture Capital opportunities and advising family offices internationally. Prior to this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPMChase, & Robert Flemings.
Jamie is a Vancouver-based financier with a background in mining engineering. Having worked on mining projects across the world, he is focused on providing catalytic capital to high-quality teams in the mining and natural resources sector, which he believes is on the cusp of reversing its multi-year trend of being an unloved market.
After managing high net worth private client funds at Henry Ansbacher, Brad managed a proprietary trading book for Rand Merchant Bank in South Africa & Australia. Brad’s speciality is in identifying opportunities in extreme out of favour themes globally and executing strategies to achieve asymmetric payoffs.
Kuppy (Harris Kupperman) is the founder of hedge fund Praetorian Capital, which in its first 5 years saw every dollar invested on day one be worth over $26 before fees. Kuppy later founded Mongolia Growth Group, a company focused on strategic investments in this exciting economy, and recently re-opened his investment fund focused on macro opportunities globally.
Dylan Grice isn’t a Golden Globe-award winning actor, nor is he a social media celebrity, he’s 100 times better. He’s a deep thinker who before
“We have always known that shale oil wells decline fast… but the reality is, they decline even faster than expected.” Scott Lapierre has spent the
In this episode of the Big Question Podcast, we lift the lid on what can only be described as incorrect uranium pricing, how it’s transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward.
Capitalist Exploits is dedicated to finding asymmetric risk/reward investment opportunities.
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