OWTW
Oil is the New Tobacco – OWTW
We highlighted before the decline in capex by (predominantly Western) oil and gas companies. Take a look at this chart, which shows just how steep
June 19, 2021
No Comments
Use This Crisis To Build Generational Wealth
Join “Our World This Week”, a free weekly newsletter giving you investment ideas, analysis and commentary for this specific point in history.
✅ Unique investment ideas
✅ Global macro analysis
✅ 1 email per week, no B.S
✅ Global macro analysis
✅ 1 email per week, no B.S
What Our Members Say
“This is the kind of research you want to be paying for year after year for decades because it introduces you to new things. Great for people with no time to be fully exposed to everything going on out there.”
– Brian H.
“I’ve been an investor for over 20 years. Subscribed to a few investment newsletters over that time. This is by far the best service I’ve come across.”
– Gary
“A truly rare service that gives you superbly researched contrarian investment ideas with asymmetrical risk payoff potential that you will simply not find anywhere else.”
– Tim H.K.
“No bullisht, no being wedded to ay idea, no vague ‘get rich quick’ scams – just deep value propositions laying out the investment thesis in plain language for the patient investor”
– Anu A.
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 Cat’s Out of the Bag – OWTW
📈 INFLATION: THE CAT IS OUT OF THE BAG Over in the US, the core CPI just hit the highest level in nearly 30 years:
June 11, 2021
No Comments
OWTW
Bitcoin: A Crystal Ball or Luck? – OWTW
A month ago, on 27 April, we said au revoir to our bitcoin holdings. After hanging on to our coins for years (we were bullish on
May 27, 2021
No Comments
OWTW
The Curse of the IPO – OWTW
📉 THE CURSE OF THE IPO One of the best contrarian indicators are major IPOs (or ETF listings) in a particular sector. Looking back, the
May 20, 2021
No Comments
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
No Comments
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
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.
