How to Assess Inflation Risk

BONUS EPISODE with Jonathan Cukierwar, Principal of the General Partner at Sohra Peak Capital Partners - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2023. Topics covered: investing in global MicroCap stocks, building relationships with management with teams based in another country, Q&A from the audience, plus an overview and Q&A on Duratec $DUR.AX.

For more information about Jonathan Cukierwar and Sohra Peak Capital Partners, please visit: https://www.sohrapeakcapital.com/

Chapters:

[0:00] Introduction

[1:16] Jonathan Cukierwar's background and launch of Sohra Peak Capital Partners

[2:57] Discovery process when looking at international MicroCap ideas

[6:03] Building relationships with management teams in a different country and traveling to visit the companies

[8:47] Q&A with audience: currency risks, international databases for looking at data on global stocks, regulatory risk and more!

[19:30] Overview and Q&A on Duratec $DUR.AX