Insights

Issue 2.1, Auckland, 4 January 2021  Have you heard our latest Global Investor podcast with Kim Iskyan. This is one you do not want to miss. Kim is one of the most interesting people I know. Having lived his life in nine countries across the globe, Kim has developed a...

Warren Buffett is often quoted as calling gold a "barbarous relic".  While this is a misquote, it was actually John Maynard Keynes talking about the early 20th-century gold standard, Buffet is certainly no fan of gold.  Buffet actually said this about gold: "[Gold]...

Auckland, 18 December 2020 My best friend was a university professor in Kiev. The son of a military colonel, Alexander worked his way up in the Soviet system. First as a Young Pioneer, then a dedicated Komsomol member through his university years. Shortly after we met...

Auckland, 11 December 2020 We have been rather quiet the past several months. When we wrapped up the Angel's Advocate earlier this year, we began developing content to expand the Global Investor podcast to include this newsletter, deep dive investment research and...

We are optimistic about Southeast Asia. Ok, we are downright bullish about the long-term prospects for Southeast Asia.Obris has hosted Global Investor Summits in Vietnam, Hong Kong, Cambodia and Singapore. Myanmar, Thailand and Malaysia are on the horizon.We have...