Comments
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jmactually a very smart investment thesis. look for long term opportunities in a structurally opportunistic market.
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CBThis is a i testing interview. I wonder what the down side risk is. It makes me nervous when I only hear about successes
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DHVery interesting interview. I like the way he thinks/invests. Some good examples provided too.
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TWExposure to the macro investor thought processes such as provided in this interview is invaluable. For instance, the concept of providing liquidity to the market (buy when there are motivated sellers) and developing insights on how those assets will subsequently be in higher demand due to some type of market shift (political or otherwise) are useful to the small, individual investor. Another important point made is how vital it is to develop relationships with people that understand the business and cultural context that you are considering for investment.
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T~Love the variety of thinking and watching the recursive theme about boots on the ground for hour homework. Jim Rickards, Jim Rogers, etc. Central theme also seems look for distressed opportunities -including way outside the box- and understand if/when they will bounce back across multiple vectors. Keep the variety up!
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DRGreat interview. How do I profit as a retail investor? Would love it if RV could cull out related (not necessarily recommended) ways the average investor could play the same advantages, if any. I am a
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RMVery interesting interview. With everyone seemingly focused on China, Japan, Europe, and the U.S., South/Latin America is definitely overlooked. Both Argentina and Brazil have had good run-ups since the beginning of the year but they could be multi-year plays (I don't know, I'm just sayin'). This gentlemen (and his fund) did their homework early and it paid off. I also really like that off the wall Alabama beach front property play! Kudos!
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CCAlabama boys go to Wall Street. Country dumb meets city slick. Shades of Jim Rogers?
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ENI would be interested to hear his view on South Africa. While not a classic distressed case (like Venezuela or Argentina - thanks to very strong institutions, a very big local pension industry - some residual excon issues obviously), it does fall slightly into the same category as most of the arguments put forward in this interview - especially on the leadership front.