by marcrock | Aug 24, 2017 | Global Deep Value Investor Section, Investment Strategies
Image: Teachey, North Carolina. My Late Grandmother’s House – Lots of Common Sense was taught here. My uncle still lives there. One of my earliest memories is going to church with all of my first cousins sitting together in chairs on the back of a pickup truck...
by InDev Capital | Aug 11, 2017 | Emerging Market Asset Manager, Global Deep Value Investor Section, Political Economy, Political Economy
Free Enterprise in Emerging Markets, a Philosophical Discussion Among Friends. A Happy Landing We begin our journey today 30,000 feet above the Atlantic Ocean. In 2013, I was on a flight from São Paulo to NYC. At 30,000 feet up in the air, the airplane had passed...
by marcrock | Aug 3, 2017 | Global Deep Value Investor Section, Investment Strategies
In high school, I will admit that I had some pretty geeky friends. In full disclosure, I may not have been the coolest kid either. One of my great memories from high school is of my peer group in Latin Class. These guys were a really smart, eclectic, and I will say...
by marcrock | Aug 3, 2017 | Global Deep Value Investor Section, Political Economy
Gil Scott-Heron was a composer, musician, author and poet best known for writing and performing this spoken-word track called “The Revolution Will Not Be Televised”, which made its way into the cultural lexicon in 1970. For those interested in seeing a wonderful video...
by InDev Capital | Jun 29, 2017 | Global Deep Value Investor Section, Residential
Our journey today starts in La Mancha, Spain, in the year 1605. In this year, Miguel de Cervantes, a giant of Spanish literature, wrote perhaps the best fiction book of all time: Don Quixote. In fact, at a recent meeting at the Norwegian Nobel Institute of 100...
by InDev Capital | May 11, 2017 | Currency, Global Deep Value Investor Section
A Journey from Itta Bena, Mississippi Itta Bena, Mississippi is likely not on your bucket list of places to visit. Even so, our journey to understand currency hedging starts in this small town of approximately 2000 people. The “King of the Blues” music genre, the...
