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FrontierViking

Swede writing about companies in far off places.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues38Founded7 months agoLast Issue9 days ago
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Latest Issues

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,...

9 days ago
14
4

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...

12 days ago
14

The Lee Kuan Yew Screener

In early May I wrote about the Inflection Screener to find countries that have been through a crisis, but are turning the corner, which typically is a great time to invest. There aren’t really any super-clear cut such cases at the moment, b...

15 days ago
21
1

Global Broker Registry

I frequently get questions about how to invest in country X. I made one post about it - Frontier Market Brokers - covering Uzbekistan and the West African BRVM exchange. But that is far from answering the full question about how to invest...

19 days ago
22
11

A Weird Conglomerate

I found (yet) another interesting company in Malaysia! It’s KFIMA - Kumpulan Fima - a conglomerate with a very disparate set of activities:

The biggest activity is so called “bulking”, which in KFIMA’s case means owning storage tanks for...

a month ago
17

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  • FrontierViking

    Swede writing about companies in far off places.

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