FrontierViking
Swede writing about companies in far off places.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 53 | Founded | a year ago | Last Issue | 24 hours ago |
| Active | |||||
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frontierviking.substack.comLatest Issues
October Portfolio Update
Quite a lot of changes since the last update on August 30. The Brazil and Mongolia positions have done really well, but I have my first real loser in CTOS Digital.
The uptick there is on the Monday after the Brazil first round elections o...
Brazilian Stocks
This should have gone out before the Brazilian elections, but I couldn’t find the time. The first round election results were quite encouraging - prediction markets again being more accurate than polls - and Flavio Bolsonaro’s party doing b...
Brazil
Brazil is at the very bottom of the Lee Kuan Yew screener together with the likes of Russia and - ahem - the UK. This screener is for countries not emerging from a crisis, but that are well-run, steadily growing and compounding like Singapo...
Breweries
Breweries are a classic frontier market business. Beer is roughly 90–95% water. Shipping finished beer therefore means transporting water, bottles and crates over long distances for a product that is bulky relative to its value. Add import...
Countries Coming Back
Time for the quarterly check of the inflection screener. Are there countries that are or have recently been in a crisis, stocks are at rock-bottom levels, but where things have started to improve? I.e. in the EARLY INFLECTION quadrant.
Ok...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Swede writing about companies in far off places.
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