OWTW
Let them eat… soy – OWTW
URANIUM: NO LONGER THE KODAK OF ENERGY When we first started pounding the table on uranium years ago, the yellowcake was the Kodak of energy.
November 26, 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
The Next Tesla – OWTW
Last week we highlighted a SPAC merger deal involving an electric vehicle startup and a lingerie maker as a sign of how out of whack
November 19, 2021 No Comments
OWTW
EVs & Lingerie – OWTW
Few things describe today’s market better than this proposed “marriage” of a lingerie company with an electric vehicle startup: Would this kind of stuff be
November 12, 2021 No Comments
OWTW
Coal: Sold Out – OWTW
Not really what you’d expect from a resource that’s supposedly on the way out, is it? “It’s pretty much sold out,” Peabody Chief Executive Officer
November 7, 2021 No Comments
OWTW
The Economist Strikes Again – OWTW
A few weeks ago we highlighted the ironically prescient “Making Coal History” cover of The Economist. As a refresher, it literally bottom ticked the coal
October 29, 2021 No Comments
OWTW
What the Frac!? – OWTW
FOOD PRICES: WHAT HAPPENS WITH OIL AT $100? Did you notice how your grocery bills have risen “a little” over the past year? Considering that what
October 23, 2021 No Comments
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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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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.
