Global Value Hunter

Picking the best low-hanging fruit where few others look -- for cents on the dollar

Tim's latest thoughts

The curious tale of Nigeria with one of the worst-performing economies and best-performing stock markets in 2020

November 17, 2020January 11, 2021

The curious tale of Nigeria with one of the worst-performing economies and best-performing stock markets in 2020

Earlier this year, I wrote about the Global X MSCI Nigeria ETF (NGE)

The most blindingly obvious opportunity in the investment markets today

November 7, 2020January 11, 2021

The most blindingly obvious opportunity in the investment markets today

For the month of October, African stocks trounced US ones. The S&P BMI Sub-Saharan Africa Frontier Total Return Index that…

Thanks to its fast-growing economy, Tanzania’s two dominant banks just reported third-quarter profits up as much as 77.9%

October 27, 2020January 11, 2021

Thanks to its fast-growing economy, Tanzania’s two dominant banks just reported third-quarter profits up as much as 77.9%

I’ve written before that I believe Tanzania will most likely be the world’s second-fastest growing economy in 2020

Why, counterintuitively, the most lucrative investments are often in countries where doing business is tough…

October 19, 2020January 11, 2021

Why, counterintuitively, the most lucrative investments are often in countries where doing business is tough…

The reaction from some businesspeople here in Tanzania when I tell them I have set up an investment fund…

Why it can pay to be unorthodox and venture off the beaten path

October 9, 2020January 11, 2021

Why it can pay to be unorthodox and venture off the beaten path

While on safari in Mikumi National Park earlier this week, my family and I were fortunate enough to see…

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Who is Tim Staermose, the Global Value Hunter?

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…

Global Value Hunter

Global Value Hunter @globalvaluehunt

This is the reason @twigacement is my biggest personal investment holding, and a large core holding in my African Lions Fund -- https://t.co/fJyrisQXT2 EPS up 26.7% in 2020 on a 13% growth in revenue, and 6% growth in sales volume. Dividend hiked from 290 to 390 per share. 👍😀 https://t.co/fCWlEGroKU

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Global Value Hunter

Global Value Hunter @globalvaluehunt

In case you missed it: Straight facts on Tanzania for investors https://t.co/GXf7DG6eFC #globalvaluehunt

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Global Value Hunter

In reply toWes Johnson

@wesj22 @dailydirtnap You bet. I make the case at https://t.co/qpTkL7dEy3

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Global Value Hunter

In reply toSwahili Children's Books

@Swahilikidbooks US rates were mid-teens in 1982. So 39 years ago...

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Global Value Hunter

In reply toSwahili Children's Books

@Swahilikidbooks Market forces drive interest rates down. Interest rates are high in Africa because capital is in short supply and one can earn great returns. A business earning a 30% return on equity beats 15% in government bonds. We're talking decades. I say I'm investing where it's still 1983

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Global Value Hunter

In reply toSwahili Children's Books

@Swahilikidbooks Let's hope the same policies are NOT followed. Japan, Europe and the USA are in a world of trouble with massive debt, moribund, ageing economies and in zero interest rate purgatory creating MASSIVE distortions and misallocations of capital.

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