FrontierViking
Swede writing about companies in far off places.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 43 | Founded | 9 months ago | Last Issue | 9 days ago |
| Active | |||||
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frontierviking.substack.comLatest Issues
Stocks in Mauritius
Going through the Mauritius stock market A-Z, and besides MCB Group, here are the stocks I found most interesting:
Almarys
Market Cap: 1.6B MUR (34M USD) at 3.84 MUR per share
Starting by the balance sheet, this is a company t...
Mauritius
I’ve recently been looking at Mauritius - an independent island nation of 1.3 million people situated east of Madagascar. It’s one of those countries scoring well on the Lee Kuan Yew screener - no crisis, and steady long-term growth and im...
July Portfolio Update
What a month this has been! Ecobank became a 3-bagger, and Critical Holdings became a 2-bagger. I recycled some of the proceeds into African banks I like better from here.
[Addition: Had I bought Critical Holdings when I first wrote abou...
Finding My Investing DNA, Part II
Michael McGaughy
Next up is Michael McGaughy, whose style is crisis-driven frontier/emerging-market value investing: wait for countries and currencies to get hated and cheap, then buy growing companies at generationally low valuations wh...
Finding My Investing DNA, Part I
In this series I’ll take a look at the investment styles of a few investors that I find interesting or inspiring. The investment styles don’t need to necessarily match my own and can be mutually contradictory. It is not meant as a hall of f...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
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Swede writing about companies in far off places.
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