Frontier Viking

Swede writing about investing in far off places. Creator of and writing on

[Frontier Viking @frontierviking1]

@dipinvest There are more cheap countries with interesting companies!

[Frontier Viking @frontierviking1]

@ReturnsJourney Assuming current fertility rates stay unchanged Mongolia's population will overtake China's in 6.7 generations.

[Frontier Viking @frontierviking1]

@ReturnsJourney The future of East Asia is Mongol!
(as was the past I guess)

[Frontier Viking @frontierviking1]

@Nsangou_Khadafi Quand son salaire, son logement et son épargne dépendent déjà de la même région, investir ailleurs est du bon sens. Le régulateur devrait faciliter cette diversification encadrée, pas multiplier les obstacles.

[Frontier Viking @frontierviking1]

@Nsangou_Khadafi Soyons honnêtes : la BRVM représente environ 0,02 % de la capitalisation mondiale et couvre une région qui compte plusieurs des pays les plus pauvres du monde. J’aime les marchés frontières, mais y placer tout son portefeuille, c’est un pari concentré, pas de la prudence.

[Frontier Viking @frontierviking1]

@globalvaluehunt Great stuff!

[Frontier Viking @frontierviking1]

@alexeliasson Utmärkt köp! Jag skrev om Mongolian Stock Exchange och några andra aktier i Mongoliet här https://t.co/ajsV7I4T7I

[Frontier Viking @frontierviking1]

@SimeonResearch_ @Skeptical1704 You also have Exante offering Greek stocks including microcaps not offered by Degiro.

See:
https://t.co/fWmW4H6Kzy

[Frontier Viking @frontierviking1]

@SimeonResearch_ @KairosPraxis Except those that are microcaps only because their home market is small and low income, but otherwise their business model is strong. Like the dominant commodity exchange in Mongolia or Uzbekistan, or the company that has the only lottery license for Mauritius.

[Frontier Viking @frontierviking1]

@jupiters_string @CapitalValor @MikeFritzell Malaysia is available via Interactive Brokers. Philippines and Indonesia are available via Boom Securities, POEMS and a few others.

See https://t.co/GDw5jAfRRI

[Frontier Viking @frontierviking1]

@CapitalValor Great work! There are actually not many countries left where an in-person visit is required to open a brokerage account.
I have open accounts in Uzbekistan, Mongolia, Kyrgyzstan, and Colombia without visiting. And Vietnam and Argentina are under way.

[Frontier Viking @frontierviking1]

@WealthyExpat Yeah, I'm seeing the same opportunity with Mauritius. Wrote about it here, from an investing in the Mauritius stock market perspective: https://t.co/CteOZA5HcM

[Frontier Viking @frontierviking1]

@blondesnmoney Nice graph, but there are plenty of cheap banking stocks out there, outside of China.

[Frontier Viking @frontierviking1]

New post, interview with professional frontier fund analyst Anton Berg https://t.co/dFpUlbWtTz

[Frontier Viking @frontierviking1]

@DeepIceValue @DudeWhoInvests Except stocks in Mongolia of course.

[Frontier Viking @frontierviking1]

@StefanThelenius Så här ser min ut. Man kan få både värde och tillväxt om man går till frontiermarknader och ger avkall på likviditeten (vilket inte påverkar småsparare så mycket)

[Frontier Viking @frontierviking1]

@AlmostMongolian Little bit disappointed not seeing any Mongolian stocks!
There are some interesting ones like Khan Bank, APU brewery, QPay, the Mongolian Stock Exchange, Golomt Bank, Invescore

[Frontier Viking @frontierviking1]

@ReturnsJourney Adjusted for the Selic it is not that cheap though, but if one believes Selic will go down, Brazil could be a fantastic investment.

[Frontier Viking @frontierviking1]

@QuipusCapital Khan Bank: 26% ROE, 4× earnings, 59% payout, 14.6% yield.
Golomt Bank: 24% ROE, 2.7× earnings, 0.59× book.
Mongolia has reviewed your “ridiculously cheap” application and returned it marked fairly valued.