Investing in Emerging Markets: Bull and Bear Theses Explored

This chapter examines the creation of a second early-stage VC fund aimed at emerging markets like Bangladesh, Pakistan, and Egypt. It delves into the promise and challenges of investing in these regions, highlighting success stories and the critical factors for making strategic investments.

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IN THIS EPISODE, YOU’LL LEARN:

01:14 - What we can learn from Warren Buffett that can be implied in venture capital.
04:09 - Why emerging markets and frontier markets generate superior returns.
10:59 - What value add can a good investor bring to the table.
36:05 - How to measure and validate the returns of venture capital companies.
43:39 - What impact investing is.
1:04:23 - How to identify the right team to lead a company.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Sturgeon Capital’s website.
Our interview with Kiyan Zandiyeh about investing in frontier markets.
Contact Sturgeon Capital about their new fund.
Email Kiyan directly at: kz@sturgeoncapital.com
Tweet directly to Sturgeon Capital

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