Serious investment thinking that doesn’t take itself too seriously.
Kicking off a three-part series on proptech, in its very widest sense, let’s look back first of all to the Stone Age. Originally published December 2020. Urbanisation has been a...
Harvesting the low-hanging fruit. “We do not inherit the earth from our ancestors, we borrow it from our children.” (Haida proverb) Despite lofty sustainable development...
Originally published November 2021. What could possibly go wrong? “Africa has a significant role to play in the energy transition. We are home to a third of the world’s mineral...
Originally published May 2021. “Vino treba slugu, a ne gospodara” (A vineyard needs a servant, not a master). This old Croatian saying, which has been handed down by winemaking...
Originally published April 2021. When thinking about successful emerging market investing, the following quote comes to mind: “In an unfamiliar culture, it is wise to offer no...
… was a famous quote of appreciation attributed to Martin Winterkorn, Volkswagen's former CEO, when closing the door of a KIA sedan at a car exhibition a few years ago. While Mr...