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...
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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...
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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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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.
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