November 15, 2011

Free Cookies….?


As many of you know, I now live in Mongolia and am focused on building Mongolia Growth Group. As it is a public company, I have felt that this website was an inappropriate venue to discuss the company as I’m so deeply involved in it. I will host a corporate update presentation and reception for shareholders and interested investors on November 17, 2011 at Read More
Categories: Travels
Positions Mentioned:
October 31, 2011

Togrog


I apologize in advance for posting a currency piece on this site. The Mongolian Togrog is illiquid and difficult to acquire, but it is the first currency that I’ve seen that has the potential to double or triple in price over the next decade. While you wait, you make around 15% in interest. If you know anything about carry-trading, you’ll probably find a way Read More
Categories: Investments
Positions Mentioned:
October 15, 2011

Kuppy’s Book List


Since I started this site, I have been asked at least 100 times for a list of recommended books. I’ve finally gone home to Miami (first time since April) and gone through my books. HERE’S MY LIST OF RECOMMENDED BOOKS. I want to point out the obvious, which is that I’ve left out many investment favorites. If you haven’t read your Security Analysis, you clearly need Read More
Categories: General
Positions Mentioned:
October 10, 2011

No Hurry To Buy If There Is No Growth…


When you look around the US markets, arguably one of the cheapest large-cap stocks out there is Best Buy. Just a quick view of the figures will prove the point. It trades at 7 times forward earnings,5 times forward cash flow, has a rock solid balance sheet and high returns on capital–even at cyclically reduced earnings. The story gets even better when you realize Read More
Categories: Comments On Events
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October 10, 2011

It All Looks The Same To Me….


As a Floridian that’s recently moved to Mongolia, I have wizened up. Winters in Mongolia are cold, and I need a new wardrobe. My Florida ensemble (shorts, flip flops and whatever free t-shirt I got during a company visit), won’t cut it in Mongolia. Last winter, I survived on my only two sweaters. This year, I decided to go shopping for proper attire—as a Read More
Categories: General
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