Real-World Global Research
We have traveled abroad extensively seeking out opportunities in countries where few foreign investors participate, information is scare, and the markets are inefficient. We have traveled to 23 countries and within those countries, we have toured 54 companies. With careful analysis, we select those companies offering both excellent value and excellent growth.
Travel Papers (click on the link below to access.)
Between the Seas – Jamaica, Panama, Costa Rica, and Papua New Guinea
December 2011. “Faithful to my past, when they try to stop me, I go on.”Daughters of Time - Serbia, Montenegro, Macedonia, Croatia
June 2011. The history of the Balkans is written in blood.Asian Travels - Vietnam, Bangladesh, UAE, and Sri Lanka
April 2011. The choice of countries seemed timely.Late at the Gate - Romania shuffling toward a new dawn
January 2011. Struggling to shake off the old ways of Communist rule.Please, Please, Me - Bangladesh and Vietnam
September 2010. It is a world of poor, but proud people.Rich World - Poor World - London, Abidjan, Accra, Nairobi & Doha
July 2010. A study of contrasts and whether those dimensions relate to investment opportunity.Beyond the Great Wall – Mongolia the Saudi Arabia of Asia
April 2010. With both opportunities and problems, patience will be key in resource rich Mongolia.Tale of Three Cities – Big Bad Lagos, Upscale Amman and a Better Beirut
November 2009. A worthwhile visit to the up and coming markets of Nigeria, Jordan, and Lebanon.Return to Eastern Europe – The Lone Travelers
October 2009. Following the boom in the ex-communist world of Croatia, Bosnia, and Serbia.Lions in Winter
April 2009. Kenya, Tanzania and an optimistic view of their challenges.Sur le Chemin de la Pax (On the Path to Peace)
March 2008. Optimists on Africa, we find value looking at troubled spots and witnessing progress.On the Silk Road: Kazakhstan & Uzbekistan
January 2008. Exploring the Central Asian markets of Kazakhstan and Uzbekistan.Under the Southern Cross – Barely: Kenya, Uganda & Zambia
November 2007. Observing the great dispersion of values in the markets of Kenya, Uganda, and Zambia.The Rich Frontier: UAE, Qatar, Bahrain, Kuwait, & Ukraine
June 2007. An exciting trip to frontier countries with bright futures.