FrontierViking
Swede writing about companies in far off places.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 47 | Founded | 10 months ago | Last Issue | 37 hours ago |
| Active | |||||
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frontierviking.substack.comLatest Issues
August Portfolio Update
Little late portfolio update here, prioritised the Mongolia posts and the Coeli interview.
So this is looking pretty good. Main driver for the upturn since last month are the Uzbekistan stocks - the whole Uzbekistan market has rallied - a...
How a Frontier Fund Thinks
I recently had the pleasure to meet up with Anton Berg who is an analyst at Coeli Frontier Markets fund, conveniently based in my home town of Gothenburg, Sweden.
FrontierViking is one Substack investor’s view from the smaller end of the m...
Mongolian Stocks, Part I: QPay
Out of the 162 Mongolian stocks, I’ve found a few that I like. First up is listed company Innovation Investment, that offers the service QPay. (Hereafter I’ll just call the company QPay)
QPay (Innovation Investment)
Market Cap 65.6B MN...
Mongolia
Mongolia is a fascinating country with good demographics - birth rate well above replacement and a young urbanizing population, and with a reasonable degree of individual and economic freedom, despite being landlocked between Russia and Chi...
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...
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Swede writing about companies in far off places.
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