The last time I spoke with my friend Doug Clayton our attention was focused on the unfolding and rapidly rising market in Myanmar, a country Doug is heading to shortly and one I’ll be returning to later this year with some friends. I caught up with Doug fresh off a
Tis’ the season to be jolly fa la la la la, la la la la… “Well it would be if I could get the Hell outta here!” I sincerely hope for your sake that your family and extended outlaws are different from mine. Nevertheless, this was my thinking the last
Earlier this week I spoke about the growth of industries catering to an ageing population. Biotechnology is one sector that seems disproportionately poised to benefit. With the demographic trend firmly in place, the demand for drugs, combined with the expiration of important drug patents, will act as additional tailwinds behind the
We’re always wrong. No matter what amount of analysis we do, what level of due diligence we engage in, we are always wrong in some aspect of our vision of what is going to happen. This is a hard and fast fact. It doesn’t matter if it’s the macro view
Recently I found myself interviewing a founder of a business who is seeking funding. While on a video call I could hear a TV talk show in the background, and during our conversation the gentleman I was talking to kept a text messaging conversation going on his mobile phone. While
Last week I promised you an article about a recent conversation I had with an executive from a Fertilizer company operating in China, however as I was finishing the article last night and adjusting minor grammar I managed to “disappear” the entire post from our website. I only found out
On the 14th of January, 2011 President Zine El Abidine Ben Ali fled Tunisia amidst violent protests. This scene has played out across the world more times than I care to mention, and I would like to point out a couple of things. Firstly, it is and always will be
Recently I was in a situation where a group of people was chatting at a social gathering. The topic of Rugby came up, and when asked what I thought of a recent game that had been played I admitted to not having watched it. When my incredulous group of mostly
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