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10 reasons the consensus on software stocks might be wrong.
Everyone says software is an AI loser.
The Nairobi Solution: Ch.7
Erik and his team had arrived at 9 am for their regulatory review with the Central Bank of Kenya. They were seated in a large boardroom across from the regulatory team. This was Erik’s second meeting with Daniel Wainaina, head of Kenyan ban...
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How do we play what happens after the construction boom?
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The Nairobi Solution: Ch.6
‘Don’t stare at his ear’ Erik told himself.
It was early evening at a bed and breakfast in Harare, Zimbabwe and an older white farmer was recounting war stories from the infamous farm invasions of the early 2000’s. The farmer was telling a...
YWR: HF Manager Notes
Notes on what the 'smart' money is doing.
This week I met with my favorite fund of funds manager. She’s great. I share my views and she shares her summary of what the fund managers are saying. I also love her spin on things, because she sm...
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Authors
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Former Hedge Fund PM. Economics, stock market and financial structure nerd. Weekend MTB'er and wanna be Freeride skier.
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