Cuba. Such an illustrious history, such a decadent past and such a wasted present. We continue our series on Cuba compliments of our friend, fellow investor and Chairman of Mongolia Growth (YAK.V) group, Harris “Kuppy” Kupperman. Understanding Cuba’s past and present illustrates the consequences of misguided economic policy and how
I had an interesting conversation with Brad covering the global macro situation which I decided to record. I’ve excerpted a slice of it below which I felt was pertinent to the types of trades that Brad hunts for, and then we answer a couple of this week’s questions. If you
Our good friend “Kuppy” aka Harris Kupperman, hedge fund prodigy, occasional writer at Adventures in Capitalism and Chairman of Mongolia Growth Group (YAK:V), our favoured means of playing the Mongolian Real estate boom, recently visited that bastion of chronic political ideology gone wrong – Cuba. He has written no less
By: Gordon McWilliam Several months ago my wife and I were looking to purchase a new car. We were having a difficult time figuring out what to buy, as there was nothing we lusted after as had been the case in previous years. As a result, we visited a number
We’ve got quite a few questions to cover this week. Enjoy, and don’t forget to send your questions to Brad here. Question: Can you suggest a good platform for trading? I’ve been using Schwab but curious what you think is best. I’m not a newbie so I don’t need full
Since I last spoke with Ranjeet, CEO of Challenger Deep Resources (CDE-TSXV) a few weeks ago, a significant development has occurred; CDE has entered into a binding LOI with an Australian entity to acquire its Indonesian subsidiary for $2,000,000 and leave Challenger with a royalty for life of mine coal
We live in a surreal world dominated by central bank interference, liquidity driven markets and simultaneous collapsing credit conditions (China) and record bond purchasing (US). As if this wasn’t enough, we have the crisis in Ukraine forcing liquidity out of Europe. Over in Japan we’re experiencing a body slam to
There is a scene in the movie “Madagascar”… Skipper: “We’ll fix it.” Alex: “How are you gonna fix this?” Skipper: “Grit, spit and a whole lot of duct tape.” This attitude epitomizes one of the traits we look for in founders. Great businesses are not dumb luck, they’re usually the
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