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Oyu Tolgoi

Date Updated: August 27, 2019

Mongolia – Finding Its Feet Again

Frontier markets and volatility go together like bacon and eggs. Bursting with energy, chaotic and often smelly they lurch about like a young calf finding its legs. Mongolia could quite aptly be seen to be such a calf. Sometimes the calf lurches about and remains standing. Sometimes it falls over. Two years ago Mongolia fell… Read More

Written by Chris MacIntosh · Categorized: Podcast, Podcasts · Tagged: Harris Kupperman, Mongolia, Mongolia Growth Group, Oyu Tolgoi

Date Updated: April 9, 2015

Mongolia – Is This Guy for Real?

Mongolia has a kind of raw seething grittiness to it. It is like a brand spanking new 8 liter V-10 engine with the chassis in place but the rest of the machine is a mishmash of bolted on parts, the seats come from an abandoned Lada, the interior is decorated with sun damaged vinyl from… Read More

Written by Chris MacIntosh · Categorized: Chris, Frontier Markets · Tagged: Mongolia, Oyu Tolgoi, Tavan Tolgoi

Date Updated: November 25, 2019

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 most of you will likely… Read More

Written by Chris MacIntosh · Categorized: Chris, Frontier Markets · Tagged: Harris Kupperman, Mongolia, Mongolia Growth Group, Oyu Tolgoi, Sam Zell

Date Updated: August 9, 2019

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,  rising insurance premiums and, and,… Read More

Written by Chris MacIntosh · Categorized: Capitalist Viewpoints, Chris, Emerging Markets, Frontier Markets · Tagged: Harris Kupperman, Herbalife, HLF:NYSE, Mongolia, Oyu Tolgoi, Tavan Tolgoi

Date Updated: August 21, 2019

“This will be the Richest Place in the World Per Capita in 10 Years”

These words from a friend I was recently discussing Mongolia with.  He’s easily one of the most astute investors we know, and later this week we’ll introduce you to him, but first I want to explain why Mark and I agree with that statement. Mark spoke about Mongolia some time back, and since then growth and… Read More

Written by Chris MacIntosh · Categorized: Capitalist Viewpoints, Chris, Emerging Markets · Tagged: capitalist, frontier markets, Mongolia, Oyu Tolgoi, Tavan Tolgoi

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