Kaspi.kz Five Years On: We Overpaid in 2021; at 7.4x, the Price Now Works
Earnings more than tripled in dollars after our 2021 Top Pick, yet the stock barely moved. At 7.4x earnings, the next five years can look very...
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I investigate companies for a living (sort of)
I start reading books on the company, biographies of their CEO, arcane unknown interviews that lie in a forgotten corner of the internet and talk...
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Market Domination + Under-Penetration = Our Favorite Growth Scenario
We present three examples from our portfolio here to demonstrate our preference to invest in growth stories built upon absolute market leadership...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Frontier Markets Exposure in EM Funds
With Argentina and Kuwait moving up to Emerging status, how are active EM investors positioned in the current crop of Frontier Markets?
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