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A Conversation with Harris Kupperman – Part 1
For long time readers, Harris Kupperman (Kuppy) needs no introduction. For more recent readers Harris is a friend, fellow cynic, hedge fund manager and CEO of Mongolia Growth Group (Ticker: YAK.V)....
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A Conversation with Harris Kupperman – Part Deux
We ended the last post (the first part of a discussion with Harris Kupperman – “Kuppy”) discussing Mongolia and then Cambodia. In this discussion Harris and I moved on to the state of the world...
View ArticleComing – Phase II of the Mongolian Boom!
Since this blog is pretty much a running commentary of our “exploits”, today I decided to post up an email conversation I had with our colleague Harris Kupperman. I took a few liberties with editing,...
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Bienvenido a Cuba!
Our good friend “Kuppy” aka Harris Kupperman, hedge fund prodigy, occasional writer at Adventures in Capitalism and Chairman of Mongolia Growth Group (YAK:V), our favoured means of playing the...
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Cuba – A History
Cuba. Such an illustrious history, such a decadent past and such a wasted present. We continue our series on Cuba compliments of our friend, fellow investor and Chairman of Mongolia Growth (YAK.V)...
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Cuba – The Economy
From Zimbabwe to Myanmar we’ve personally had the pleasure of witnessing totalitarian government at its finest. The results are stunning and we’ve spoken about them before in these pages. Cuba, however...
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Cuba – Por Que Hay Un Bloqueo
Last night as I was playing a board game with my kids. To make it more interesting we were “bending the rules”. Each player was allowed to make a new rule if they rolled a double six. It was...
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Mongolia – Finding Its Feet Again
Frontier markets and volatility go together like bacon and eggs. Bursting with energy, chaotic and often smelly they lurch about like a young calf finding its legs. Mongolia could quite aptly be seen...
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Trading The Chaos: One Hedge Fund Manager’s Strategy
Today I have for you a recorded conversation with Harris Kupperman (Kuppy), a friend of mine who manages Praetorian Capital, a Florida-based hedge fund. Kuppy is one of a clutch of guys who I call on...
View ArticleThe End of The World… So, Why Are We Buying NOW in Mongolia?
Waking on the morning of the 22nd of December I was startled, shocked, and horrified to find the world looking remarkably similar to the one I left the evening before. Here I was expecting a whole New...
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