Thank you for your expression of interest in the African Lions Fund. I can report that I have drafted a 20-page information memorandum.
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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…
@SkjchSteven @PETERSM85241122 @ditjen_imigrasi Yes. Like every government they are changing the rules and moving the goalposts. That's their right I suppose but it means people and businesses cannot plan their lives. It is very destructive....
Read MoreOne way to help balance the government books. Maybe the US needs to try. But at $3trn @ 10 bps of negative coupon they'd need to issue $3 Quadrillion worth of government paper. Who knows, the way this is heading we might soon be talking in Quadrillions... https://t.co/RgX5dAHzqk...
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@_kimberlyadams @JesseSchoberg Georgia, the country, does this too. Anyone gets a 12-month visa. I have for years said Bali should do this....
Read MoreIn the last week 3 people in Australia have died from coronavirus, while 2 have died from shark attacks. Just saying......
Read MoreIn case you missed it: If you don’t have an investment process, you’re rudderless on the market sea #globalvaluehunt...
Read More@psimpsonmorgan Maybe you SHOULD be running the ARU Peter. Sounds very sensible. And workable....
Read MoreI'm generally a very apolitical person, but in today's toxic, divisive political environment I believe the world is crying out for more voices of reason. Recently I studied deeply about one such voice, the Aga Khan...he may surprise you. ...
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