FrontierViking
Swede writing about companies in far off places.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 55 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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frontierviking.substack.comLatest Issues
Where Interactive Brokers Doesn’t Go (Interview)
A podcast interview between Ladislas Maurice and Scott Osheroff about Uzbekistan is what got me started writing this substack. So it was something of a full circle to spend two days in Tashkent this September with Scott himself, on AFC’s Uz...
Frontier Real Estate, From the Ground Up
Now for something different, still frontier, but very much a non-listed business. Namely my own real estate business in the Ivory Coast.
I bought some land and houses between 10 and 20 years ago, and let the typical frontier market tailwi...
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...
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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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