Andrew Stotz did a live interview with me on LinkedIn yesterday. He gave it the very flattering title of "Insights from a Global Investment Expert". It was a lot of fun and from the comments, it looks like people enjoyed it. We talked about several topics and answered questions from the live audience. Click on the picture to go to the interview.I met Andrew around 20 years ago when he was an … Continue Reading
UAC Nigeria with Tim Staermose
My guest is Tim Staermose, manager of the African Lions Fund. The African Lions Fund is one of the top-performing frontier funds. We discussed Nigeria's macro and politics, and UAC Nigeria (UACN) which is listed on the Nigerian Stock Exchange. Click here for the stock chart.UAC Nigeria holds positions in 7 companies across 6 sectors with their Paints division and Packaged Foods & Beverages … Continue Reading
International Workspace Group (IWG) with Simon Caufield
My guest is Simon Caufield. Simon founded a software business that he sold and became a full-time investor. He has been coming to my conference (cyprusvalueinvestor.com) since inception and I greatly respect him. He has presented exceptional ideas over the years. You can reach out to him via LinkedIn.We discussed International Workspace Group (IWG) which is listed in the UK at the moment but … Continue Reading
Special Situation Powermatic Data Systems with Hadiyanto Wibawa
My guest is Hadiyanto Wibawa. Hadiyanto is the founder and managing partner of Arunika Capital. Arunika is modeled after the original Buffett Partnership with no management fee, a high water mark, and a performance allocation applied only to profits exceeding a 6% compounding hurdle. Hadi is personally invested alongside the limited partners. Hadi was born in Indonesia and educated in Singapore.We … Continue Reading
Allfunds with Julio Utrera
My guest is Julio Utrera. Julio is a senior analyst at Southeaster Asset Management. We discussed Allfunds which is listed in the Netherlands. Click here for the stock chart. We go over the company's fund distribution business, the bear arguments, and the potential current opportunity in the stock. YouTube video below or for audio only you can listen to the episode on Spotify or Apple Podcasts. … Continue Reading
Valuation Workshop Slides
William Tohme and the CFA Society Emirates invited me to present at the MENA Investment Congress that was on Sept 30-Oct 1. It was my first visit to Abu Dhabi and I had no idea what the audience would be like. William asked me to do a 45-min Valuation Workshop which I am sharing with you below. I touched on various approaches with examples. I had a lot of fun and answered a lot of questions. … Continue Reading
