Chris MacIntosh, Brad McFadden principal at Glenorchy Capital and co-editor of Insider at capitalist exploits, Harris (Kuppy) Kupperman from Praetorian Capital, Mike Alkin and his lead analyst Tim Chilleri from Sachem Cove partners, and last but certainly not least, Tim Staermose author of the 4th Pillar at Sovereignman take you through our thoughts on the likely outcomes of Covid-19.
By: Kevin Virgil Last week I wrote about the possibilities of increasing change in North Korea, and its importance in the complex Northeast Asian region, which is quickly becoming a fault line between the world’s three leading powers. I have been writing for a couple of years now and it
Mark and I recently finished our Fiji Meet Up with a small group of totally awesome people. With the laughable US presidential election process taking place at exactly the same time, I have to say that our attendees spent their time far more productively than standing in a voting queue
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
In December 2010 a jobless Tunisian graduate burnt himself to death. Having been forcibly prevented from the dangerous and criminal act of selling vegetables from a cart without the proper “license”, he took drastic action. The chain reaction which followed, now affectionately referred to as the “Arab Spring”, likely would
Jamul Jadamba is an entrepreneur focused on creating wealth through adding value. He’s also a Mongolian national, which makes him uniquely qualified to address the opportunities and challenges his country faces. We’ve been speaking to him for the last 2 days, and this final discussion focuses a bit more on
We broke from our conversation with Jamul Jadamba yesterday getting ready to discuss China. Here’s part II… ——– Chris: You made a great couple of points yesterday regarding China. You can’t compare China to Mongolia at all. As investors, it’s not just the growth that’s important, but rather the “percentage
When we left off with our friend Doug Clayton of Leopard Capital, we were discussing how Cambodia is The New Emerging Market. Doug commented that, “Cambodia has a very different approach to business than most of Asia. It forces prices down for consumers due to the free competition. The government