I was recently asked the question, “What is a Frontier market?” So, today I thought I’d follow up on our recent post, Cambodia – The New Emerging Market..?, wherein we had a conversation with the CEO of Leopard Capital, Doug Clayton, and answer this question as best I can. Frontier
Following on from our last post on incubators, since Mark and I don’t come to our investment decisions whimsically, I wanted to flesh out our logic and rationale for investing in an incubator. First, and most importantly, failure is a huge part of business and investing; heck, it’s a huge part
We interrupt this broadcast to bring you some terrific news – Direct to you from the BOJ… “Beloved citizens, “On the 24th of December, 2011 the Japanese Cabinet approved a draft budget for the 2012 fiscal year. The numbers reveal that we, Japan, have proved once and for all that
Tis’ the season to be jolly fa la la la la, la la la la… “Well it would be if I could get the Hell outta here!” I sincerely hope for your sake that your family and extended outlaws are different from mine. Nevertheless, this was my thinking the last
Back by popular demand… Chris originally ran this post last year at this time. For those that lack holiday humor, relax, it’s just satire! ————– I’m going to make a tribute to Santa this year! Christianity boasts 2.1 billion followers. If you add in non-believers like me, who still put
It must be the stench of an enormous pile of debt that keeps bringing me back to Japan. Like a scavenging mongrel at a rubbish dump, I’m drawn to the pure absurdity that exists in today’s financial markets. Greece, Italy, Ireland, France they’re all running unsustainable finances. The problem is
We investors, speculators and traders may easily be considered a crazy lot. Our heroes are determined by their intellectual capacity and actions. We look up to entrepreneurs and those that think for a living. We don’t care if they are one-legged dwarfs with chronic halitosis, or stunning supermodel types. Tabloids annoy us,
Earlier this week I spoke about the growth of industries catering to an ageing population. Biotechnology is one sector that seems disproportionately poised to benefit. With the demographic trend firmly in place, the demand for drugs, combined with the expiration of important drug patents, will act as additional tailwinds behind the
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