Use This Crisis To Build Generational Wealth
✅ 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.”
“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
John Malone is the latest high profile investor to enter into agriculture, a sector which has been historically difficult to predict, but which now presents a mother of an asymmetric opportunity. We take you through our thesis, and discuss how to invest for higher food prices.
Thought for the day: Totalitarians never view themselves as totalitarian. Utopians believe fervently that what they are forcing upon others is for their own good.
Imagine a world where you can loan money, access credit markets, trade both financial and non-financial assets, margin trade or even invest in a managed fund, all without financial institutions acting as intermediaries. Instantly and globally. How? Through Decentralised Finance.
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.
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 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.
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.
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.
“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