FrontierViking
Swede writing about companies in far off places.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 41 | Founded | 8 months ago | Last Issue | 5 days ago |
| Active | |||||
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frontierviking.substack.comLatest Issues
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...
A Frontier Market Founded by Vikings
Can’t believe I wasn’t aware of this, but the most Viking country on earth is actually classified as a Frontier Market by MSCI.
This country was founded by Vikings, from scratch, with no prior population to dilute them. Unlike Norway,...
June Portfolio Update
Up 28.6% in USD terms since inception at the end of November 2025.
The 28.6% is the current USD value of the portfolio divided by the net USD I've actually put in - in other words, what my own dollars have earned. Turns out that's a money...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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Swede writing about companies in far off places.
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