OWTW
WallStreetBets, Meet Yellowcake – OWTW
After helping push up meme stocks to the moon, WallStreetBets has now zeroed in on an unlikely target: uranium. Yes, you read that right! If
September 3, 2021 No Comments
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
Bargains in a Bubbly World – OWTW
📦 ANOTHER “TRANSITORY” ISSUE THAT WASN’T Turns out the supply chain shortages that have been plaguing the global economy for the last 12-ish months aren’t as
August 28, 2021 No Comments
OWTW
The Biggest Bubble of All Time – OWTW
At the risk of sounding like a broken record, we remind folks of one of the grandest bubbles of all time, one that we have
August 20, 2021 No Comments
OWTW
The Greatest Error in History – OWTW
The following quote from John Hussman caught our attention (h/t to @SeekerRisk for the annotated chart): With that in mind, we often get asked the
August 13, 2021 No Comments
OWTW
The Most Terrifying Map in the World – OWTW
If there ever was a time when you could see a trend solidly in motion, now is it. 💻 TO TECH, OR NOT TO TECH? Staying
July 30, 2021 1 Comment
OWTW
💰 The tale of two ETFs – OWTW
🖥️ LONG TECH STOCKS = LONG BONDS Morgan Stanley is echoing our thoughts on the relationship between bonds and tech. To us this highlights how interlinked
July 24, 2021 No Comments
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 1 Comment
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 No Comments
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 No Comments
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.
