The Global Investor
News, Insights and deep dive research for savvy and adventurous investors.
Manuka Gold Part II
Issue 21.9, Auckland, 25 October 2021 We introduced you to Manuka Biosciences a few weeks ago. We first invested in Manuka in 2017. Earlier this year, we took on an even larger stake in the company, with high expectations for a reasonable multiplier return in the...
Manuka Gold Part 1
Issue 21.8, East Cape North Island, New Zealand, 31 August 2021 We source deals for Obris members from across the planet. Our portfolio demonstrates considerable diversity of locations as well as industries. Quite often we invest in asymmetrical opportunities close...
From Canada to Chile & Back – Gabriel Scheare’s Enduring Commitment to Build a Company Town
Issue 21.7, Auckland, 07 July 2021 In Case you missed it... We introduced the private town concept in last week's Global Investor. Toward the end of the article, I introduced you to Gabriel Scheare. Gabriel is a youthful Canadian entrepreneur who moved from the...
A Case for Private Towns
Issue 21.6, Auckland, 02 July 2021 Are you happy with where you live?More specifically, do you like your home… the people you call your neighbors… the feel of your community… the government that makes the rules… the reputation of the country that you identify with...
FROM TOURING MINES AROUND THE GLOBE TO INVESTING IN PRECIOUS METALS – An Interview with Larry Scharf, Senior VP at Raymond James Financial
Issue 21.5, Auckland, 7 May 2021 Larry Scharf's fascination with precious metals began when he was five years old. By the time he was a teenager, he began studying history through numismatics. That led to studying finance and how financial markets work. Who knew...
A CASE FOR THE CONVERTIBLE NOTE VS THE SAFE
Issue 21.4, Auckland, 3 May 2021 SAFE notes or Simple Agreement for Future Equity have quickly become the instrument of choice for early stage funding since this was first made popular by Y Combinator in 2013.On a practical level, SAFEs address a familiar problem with...
MAKE SURE YOUR MONEY IS ALWAYS WORKING FOR YOU – A PODCAST INTERVIEW WITH LEVAR FRAISER
Issue 21.3, Auckland, 27 April 2021 LeVar Fraiser founded his first business in 1997. He successfully exited that venture to start several multi-million dollar enterprises. Now in his mid-40s, LeVar is semi-retired. Semi-retired is rather common for people in...
FUNDING WAR OF THE WORLDS – INVESTING IN FILM PRODUCTION
Issue 21.2, Auckland, 19 April 2021 We are currently underwriting a film project from a production team called FilmCube. The referral came from an Obris members who invested in their previous project. That member made a significant return on his investment last year...
INTERVIEWING KIM ISKYAN: Global Macro Diversification is a must for any serious investor
Issue 21.1, 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...
THE BARBAROUS RELIC IN THE 21st Century
Issue 20.5, Auckland, 28 December 2020 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...
