It is said that there are many ways to skin a cat. Kuppy has provided us with his analysis of Mongolia here and here. Following on from this I asked an investment banker friend to provide us with his perspective on Mongolia. Sam is smart, well educated, and young. He
We left off before the 4th of July holiday last Thursday with Chris and Carlos speaking to Harris Kupperman, a successful hedge fund manager and now CEO of a Mongolia-focused venture. Today we’ll talk more about his company and his plans for investing in Mongolia. ——– Chris: Harris, you’ve said
These words from a friend I was recently discussing Mongolia with. He’s easily one of the most astute investors we know, and later this week we’ll introduce you to him, but first I want to explain why Mark and I agree with that statement. Mark spoke about Mongolia some time back,
Years ago I was working for a large investment bank in London’s financial district. Upon coming to work one morning I found a survey doing the rounds through the office. All the employees were requested to complete it. The survey only had a few questions, but one in particular caught
Roughly 7 years ago I moved to NZ. The local currency was one of the cheapest on the planet and possibly the cheapest currency of any first world country in terms of purchasing power parity. It traded around 40 cents to the greenback. Real estate had not gone anywhere in
I live most of the year in Uruguay these days. It’s a fascinating place, full of interesting and intelligent people. There is a vibrant expat community with individuals from all over the globe. On any given weekend I’m mingling with people from Germany, Botswana, Switzerland, Canada, Mexico, Argentina, Paraguay, Russia
There is an awful lot happening on this ball of dirt we’re on and Mark and I are fortunate enough to have some exceptionally smart and talented friends whom we rely on both to second guess our own analysis of situations as well as build our own understanding of the
Voyeurism is a strange thing. We bipeds like to watch other people, and we seem to be totally addicted to it no matter what our race or nationality. Ask yourself this: What do most people do with their spare time? Heck, what do you do with your spare time? Do you
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