Comments
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SKSome great lessons in "antifragile" investing: equity rather than debt; decentralised, independent profit centres; constant learning through trial and small errors.
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RGReal Estate is the silent work horse of many good portfolios. Positive cashflow is king.
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MCFascinating discussion. Makes me want to head back to West Africa, possibly via one of his hotels. They look great on the website.
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JFA FANTASTIC INSIGHT. I HAVE KNOWN MANY TO INVEST, AND I WAS ALWAYS HESITANT. NOW MORE INFORMED AS TO WHAT TO LOOK FOR. THANK YOU
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KFThis is great! Fresh, interesting and nothing to do with central banks or oil.
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JWWow...that's unique insight into the African market from someone who is living there. I took out of it: (a) don't bother with an Africa fund and (b) unless I'm personally going to be involved, wait.
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JSFascinating insights into roll your sleeves up investing in difficult environments.
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PRA very interesting conversation. More about niche opportunities which need constant hands on control. Not for the feint hearted, or anyone looking for a fast buck.