Comments
Transcript
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WBMakes me wonder if RealVision has a moral compass.
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wjSo its like invest into anything no morals. This guy will even buy china bond to let china expand the concentration camps. We all saw what Iran do to their citizens lately. G-by globalist. I rather put my money into Lockheed Martin.
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MENo USA citizen is allowed to invest in Iran. Illegal.
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GNI like this dude, thanks for bringing him on
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MSGreat idea! Iran rocks. I knew a bunch of Iranians when I lived in Vienna. Great folks. I just wish it were easier to invest. Have been and am invested at various times in beat up Argentina, Turkey, and Russia. All their woes will pass, but clearly everyone will be whining about how scary it is until there are no more bargains there. "Generally, the greater the stigma or revulsion, the better the bargain." Seth Klarman,
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MEYou can replace $$$ but not human life. Dubai, United Arab Emirates — Days of protests over rising fuel prices and a subsequent government crackdown have killed at least 106 people across Iran, Amnesty International said Tuesday, adding that the real figure may be much higher. Iran's government has not released a toll of those arrested, injured or killed in the protests that began Friday and spread quickly across at least 100 cities and towns, but it disputed Amnesty's report through its mission to the United Nations, calling it "baseless allegations and fabricated figures."
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BKI get that there will always be managers trying to find the next gold mine but this sounds like a massive head ache with huge risks. Along with that I looked up your company's website and am not real clear, did you guys build it in a hurry. There is very little substance
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JJNo thanks, appreciate the info but I'm not that starved for yield.
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PGInteresting thesis - appreciate this new idea. Even ignoring sanctions, the Middle Eastern geopolitical picture is still up the air...you've got Saudi Arabia and Israel looking cement their place and both view Iran as a threat....
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SSI won't put a single cent into Iran. Investing is not just about making money but ethics/morals, just look at what the Government is doing there to protestors and shutting off the internet. Missing the Iran 'opportunity' is not worth my conscience.
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JJThings changed a lot since you made this video.
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BGisnt there civil unrest?
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HCAssume you are an american investor in 1938 - you have the opportunity to invest in the German Stock market in that era run by the NAZI regime. With the benefit of hind sight does that look like a good idea? I don't think so!! Investing in Iran today is EXACTLY the same as investing in a country that wants to dominate the world and destroy Israel and all of Western Culture. Shame on anyone who use their talents and money in this manner. I am all in if they were a peaceful democratic government. VERY sad for the beautiful Persian people.
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NNEmerging Markets are not safe for capital. I've invested in Mongolia, Iraq and am from India. Lost money. D-O-N-T. Buy the country ETF on the global markets, if available. I'm trying to get my funds unblocked from the Mongolian banks who are refusing to KYC me from overseas. They want me to come in person, even though they opened the account remotely. Irrationality, extremism and magical thinking pervade these societies which includes the stakeholders you invest with!
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JHVery interesting, thank you!
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HCThank you Mr. Wojtal. This is the type of introduction/overview many RV viewers are interested in. It must have been an adventure in 2016 finding a bank and broker that would take you. When the developed markets enter the unavoidable long winter then the neglected EM or frontier markets will enjoy a wider following. Let's hope the sanctions end soon so that the markets and leisure tourism can boom in Iran.
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MEYou invest in dictatorship countries, long term you lose $$$. The whole system is rigged against foreigners. How many Americans made $$$$ in Russia and long term was able to convert to USD??? Iran is mafia system, initially they allow you make rial and you are happy, you made money. Last 40 years Iranian money depreciated from 7 to $1 to 14,000 to $1. ON TOP OF THAT IF YOU ARE TOO SUCCESSFUL, THEY CALL YOU SPY AND CONFISCATE YOUR MONEY & JAIL. LYING & CHEATING IS BAKED IN THEIR LEADERS DNA.
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KMThe only European asset manager focused on investing in Irania equities? We have seen several videos in recent years about investing in Iran through Sturgeon Capital Iran Fund. Have they stopped?! Anyway. Curious about this video!
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wjGood luck with getting your money out !
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RTInteresting, but unlikely to be opened up until US votes in a democrat - so maybe sometime after 2024... still if the dividend yield on average outperforms the inflation by a meaningful amount, one could have a small idle position sitting in Iran - just don't be too exposed to US at the same time in case they decided to ban people who trade in sanctioned markets from US markets... it would not take them more than a few seconds to implement that.
Chapters
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Why Iran?
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Sanctions on Iran
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Understanding Opportunity in Iran
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Why now?
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What is the bigger risk--inflation or corruption?
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What are the biggest sectors?
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Drilling Down on the Financial Sector
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Sanction Risks to the Consumer Sector
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How will sanctions evolve?
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How do foreign investors invest in Iran?
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What about bonds?
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How vulnerable is Iran to global stress?
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What if oil prices collapse?
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Summarizing the Iranian Opportunity