OWTW
COPPER IS THE NEW OIL – OWTW
🛢️ DATA COPPER IS THE NEW OIL It turns out copper, not data, is the new oil: This prompted us to dust off an old Insider Weekly issue
May 13, 2021
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Use This Crisis To Build Generational Wealth
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Investment Thesis: Agriculture
The Huge Story No One Is Discussing
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.
From the Blog
OWTW
The ESG Joke – OWTW
How come the iShares ESG USA Index (ESGU) has a 2.5% weighting to oil and gas stocks? And how come that weighting is more or
May 7, 2021
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OWTW
Cryptomania – OWTW
CRYPTOMANIA We highlighted the curious case of Dogecoin last week. Just $1,000 into what started as a joke cryptocurrency at the start of the year
April 29, 2021
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OWTW
Bizarro World – OWTW
🥊 SPACS ARE GETTING SPANKED It was just a few weeks ago when SPACs were all the rage and we saw headlines like these: What
April 22, 2021
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OWTW
Going Green? Not So Fast! – OWTW
♻️ GOING GREEN? NOT SO FAST! People with experience in politics and none in business tell us oil and gas and coal are energy sources of
April 15, 2021
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Bitcoin
13 Reasons Bitcoin Bulls Are Wrong
We deconstruct 13 arguments from proponents of bitcoin, and lay out why they’re wrong.
March 22, 2021
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Why We're Different
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.
Sign up to get “Our World This Week”, separating the signal from the noise each week. It’s an email with a concise list of what we’ve been looking at for the week, as well as notifications for when we have new investment analysis or ideas available.
Our Contributors
Chris MacIntosh
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 Keech
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.
Bradley McFadden
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.
Harris "Kuppy" Kupperman
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.
Latest Podcasts
Podcasts
Dylan Grice on Finding Value
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
July 2, 2020
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Resources
A Look Under the Hood of U.S. Shale Oil Production with Scott Lapierre
“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
March 25, 2020
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Podcasts
The Big Question Podcast: Sachem Cove
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.
February 25, 2020
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Hedge Fund Live Chat
Follow our money managers as they chat live, providing unfiltered analysis and commentary on how they’re positioning their capital and that of their clients.
