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May 29, 2019

Time To Buy Greece???


In the fall of 2017, I spent 2 wonderful weeks in Greece (Part 1, Part 2, Part 3). I ate great food, drank a bit too much ouzo and saw some wonderful historic sites. I also had a bunch of Greek bankers lie to me about their loan books. It was the full macro-tourist experience and I would highly recommend it to anyone interested ... Read More
Categories: Investments
Positions Mentioned: GREK
April 5, 2019

Cyprus Part 1


I’m writing to you from the beach in Larnaca, Cyprus. It’s 6am and I’m jetlagged, hopped up on coffee and ready to get exploring. Why Cyprus? Next week, I’m speaking at the annual VALUEx Caspian conference in Baku, Azerbaijan, hosted by my good friend Isaac Schwartz of Robotti & Company Advisors www.valuexkz.com. To break up the flights, I stared at a map and Cyprus ... Read More
Categories: Investments
Positions Mentioned:
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