Tag: Harris Kupperman

A Conversation with Harris Kupperman – Part 1

For long time readers, Harris Kupperman (Kuppy) needs no introduction. For more recent readers Harris is a friend, fellow cynic, hedge fund manager and CEO of Mongolia Growth Group (Ticker: YAK.V). Someone crazy enough (we are very grateful) to move from sunny Florida to Ulanbaatar in order to take advantage

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The End of The World… So, Why Are We Buying NOW in Mongolia?

Waking on the morning of the 22nd of December I was startled, shocked, and horrified to find the world looking remarkably similar to the one I left the evening before. Here I was expecting a whole New World, a better world, a world without shopping malls, noisy neighbours, TV commercials, 

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Yak & Yen, Yin & Yang

Strong macro-economic trends are typically like ocean liners or overfed pigs in feed lots. They turn slowly and with difficulty. I recently discussed Mongolia, comparing it with another resource rich country in Africa in a post entitled Congolia. Therein I re-stated our bullish stance. The country has some very strong

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Mongolia – It’s a Wrap!

Well, that was exciting! Mark and I just spent an amazing month on the ground, networking and digging in with some of Mongolia’s best and brightest. A few days ago we concluded our first Frontier Markets Meet Up in Ulanbaataar, the capital city. To say that it was a success

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The Cliff Edge is Safe… Really!!

Our friend Harris Kupperman recently wrote an interesting article asking the question, “Does Real Estate Equal A Bond Short?” If you haven’t read his occasional musings you should. He’s sharper than the hairpins at Monaco. To summarize Harris’ article: You’re not buying Real estate per se, what you’re buying is

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Mongolia Growth Group – Cash Flow Positive

It’s been a while since we’ve updated our readers as to what Harris Kupperman, CEO of Mongolia Growth Group, has been up to. If you are a new reader to our site then we humbly suggest you go and read “A Mongolian Capitalist – Part I”, and “A Mongolian Capitalist

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Front-Running Liquidity – A Terrific Investment Strategy

Front-running liquidity has been a terrific investment strategy for Mark and I over the years (and NO, it has nothing to do with getting drunk before everybody else). It allowed me, before reaching the ripe old age of 30, to wake up one morning realizing that, “Hey I don’t have to

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