I’ve received lots of great feedback since the launch of my African Lions Fund. Today I wanted to take the time to respond to some of it.
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Picking the best low-hanging fruit where few others look -- for cents on the dollar
Here is a podcast episode where I had a wide ranging conversation with my old pal Tim Price and Paul Rodriguez. The discussion sets out some of my thoughts on investing in Africa, among other things. Happy listening!
I’m a full-time investor and investment writer. I grew up all over the world, in Tanzania, Denmark, Egypt, Singapore and Australia – where I completed my higher education. I have an unorthodox background. And it shapes my approach to investing and life.
My readers appreciate this, and often comment that I bring them a valuable alternative perspective they can’t get anywhere else. Read more…
@SGM63 Sell paper. Buy stuff....
Read MoreVery interesting... Buffett's Berkshire buys gold miner Barrick, slashes Wells Fargo and JPMorgan, dumps Goldman stake amid coronavirus ...
Read More@Swahilikidbooks @Udadisi Citizens should BE capitalists. It is a shame Mwalimu Nyerere came under the influence of Marxism while at university. He meant well for the people of Tanzania. But the ideology was unfortunately wrong. He said so himself in later years. Hats off to a leader who can admit errors....
Read More@ttmygh But what about Portnoy?! Marketing genius for sure. But any more substance? Good luck to him I suppose. You can take potshots at whomever you like on social media with no consequences......
Read More@SGM63 You think?! 😅...
Read MoreIn case you missed it: The number one reason I’m bullish on Africa #globalvaluehunt...
Read More@RonShamgar Who's blocking it? Sorry have not read. Cadence has lost bundles of money in it. And I see Keybridge (what a fiasco of a company that is) throwing its weight around....
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