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This month has been “offshore month” on the blog. I did a long series on the (possible) inflection in the offshore space, as well as two podcasts…
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I’ve said it before and I’ll say it again: the best book for modern value investing is Joel Greenblatt’s You Can Be a Stock Market Genius (note there’s…
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Artem Fokin, founder of Caro-Kann Capital, discusses the bull case for Kaspi (KSPI). Kaspi is the dominant fintech in Kazakhstan, and Artem breaks down…
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The other day, the tweets below popped into my feed. To sum: the tweets mention an anecdote from BRK’s 1996 meeting. A woman says she has the simple…
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Jeremy Raper returns to the podcast to discuss his latest "engagement campaign" at London listed Serica Energy (SQZ). In particular, he focuses on why…
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Welcome to part #3 of my Tegus sponsored deep dive into the offshore space. You can find part #1 of the deep dive here (I’ll refer you to that post for…
Welcome to part #2 of my Tegus sponsored deep dive into the offshore space. You can find part #1 of the deep dive here; I’ll refer you to that post for…
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