Category: Frontier Markets

Cuba – Por Que Hay Un Bloqueo

Last night as I was playing a board game with my kids. To make it more interesting we were “bending the rules”. Each player was allowed to make a new rule if they rolled a double six. It was fascinating to watch, as my kids managed to make up asinine

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Cuba – The Economy

From Zimbabwe to Myanmar we’ve personally had the pleasure of witnessing totalitarian government at its finest. The results are stunning and we’ve spoken about them before in these pages. Cuba, however is arguably the epitome of a totalitarian state if ever there was one. It’s important to understand Cuba for

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Cuba – A History

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

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Bienvenido a Cuba!

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

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On the Ground in Mozambique

Our friend Kevin Virgil from Pathfinder Capital recently returned from a sojourn to Mozambique. Africa is a place that interests us in general. Mozambique in particular holds appeal for agricultural investment. To that end we have been exploring opportunities with Kevin and his team. Kevin just put out a note

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“Rio Tinto Is Screwing Turquoise Hill Shareholders!”

So says a contact of ours in Mongolia. (This post is the result of various conversations which have transpired over the last few weeks. As such consider this a timely “bonus” issue.) Journalists are often constricted in many ways. Firstly by their publishing houses, whose prerogative is to sell copy.

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Coming – Phase II of the Mongolian Boom!

Since this blog is pretty much a running commentary of our “exploits”, today I decided to post up an email conversation I had with our colleague Harris Kupperman. I took a few liberties with editing, but only slightly so that it would make sense to you, dear readers. By now

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How Traffic Jams Can Lead Us to Profit

The evolution of the Western shopper is well documented… Gone are the small local outlets from which our previous generation shopped. Modern adolescents now spend their waking hours roving shopping malls while glued to smart phones. I wrote an article on the topic of virtual crack a while back, it

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