Kaspi.kz: The Super-App of Kazakhstan
Kaspi.kz, Kazakhstan's super-app, has seen impressive growth since listing in London. But, concerns linger over the company's political ties and...
635 Views
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.
283 Views
Integrated Diagnostics: Another Under-The-Radar Story
This company generates high returns on capital with a massive growth runway, has a founder-led management team, and is reasonably priced.
299 Views
Freedom Holding: A Kazakh Scam Being Uncovered?
Freedom Holding has been acquiring companies that were personally invested by its Chairman & CEO. This is another area that should warrant more...
538 Views
Closing Some Idea's
In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here. I will start doing that...
338 Views