Month: April 2012

Mongolia Growth Group – Cash Flow Positive

It’s been a while since we’ve updated our readers as to what Harris Kupperman, CEO of Mongolia Growth Group, has been up to. If you are a new reader to our site then we humbly suggest you go and read “A Mongolian Capitalist – Part I”, and “A Mongolian Capitalist

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Japan – Like Zimbabwe?

I’m a big fan of buying bombed out sectors, but only where a catalyst to change the environment for the better is evident. Zimbabwe qualified a couple years ago, and still does. Japanese equities certainly qualify today as well. When I look at Japanese equities, the case can certainly be made

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Trading Lessons from a Reformed Idiot

Have you ever done something so stupid that you really never wanted to discuss it again… ever… ever, ever, ever? I’ve previously discussed some random lessons learnt so far. Today I have a shameful story to share with you, and its roots are in a dark, dank and rotten place…

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