The following content is provided courtesy of our colleague Scott. As Scott is passionate about the case for investment in frontier agriculture – a point in which we share much common ground – we asked him to share some of his insight. [hr] Last week I had lunch with an
Far from the maddening crowds, Mark and I sit here on the edge of a primitive rainforest, overlooking a coral reef thousands of miles from the nearest industrialized continent. Not a bad spot to ponder life, our investments, and of course our personal projects, one of which is the reason
In a bull market one of the most profitable businesses to be in is that of financing. This is largely due to the leverage available, not only financial leverage, but equally important are the leverage of skills and technology. Financial services, banking, insurance, brokerage, investment and merchant banking all fit
We’ve written a bit herein about our friend and colleague, Kevin Virgil. Kevin is a West Point graduate, veteran of the US military and a true boots-on-the-ground frontier markets investor. He’s also a damn nice guy! You can get a bit more background by reviewing our posts: Libya – The
Today we’re back with Nate Storey, PhD. Nate’s company Bright Agrotech is revolutionizing food production by creating innovative new ways to grow food “vertically”. Nate and his team are the real deal, so read on and learn a bit more about how you can add a bit of food security
If you’ve been reading this blog for more than a week you know that the we like agriculture. The world has structural issues with the food supply which won’t disappear soon. The age of farmers is ticking ever-higher, with average ages in the United States, Great Britain and Canada approaching 60,
Agriculture, it’s a sector Mark and I are unashamedly bullish on. Government stupidity, central bank money printing, political over-reach and the fact that we all have to eat; these are things we are confident will continue! Capitalizing on our thesis should be easy enough, however the biggest problem we’ve encountered
While Mark and Chris are up to their necks in salt water and coconuts at the Fiji Meet-up, I wanted to discuss an interesting opportunity in Fijian tourism. No, I’m not going to babble on about gorgeous scenery and warm water whereby those who start a tourism company will bloat
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