Odd Lots Two Investors Did A Tour Of The Globe To Find The Best Place To Put Their Money
Jun 8, 2020
Burton Flynn and Ivan Nechunaev of Terra Nova Capital Advisors dive into their globe-trotting investment adventures, seeking hidden value in emerging markets. They share unique insights from their immersive experiences, including intriguing finds in Iran, Pakistan, and Malaysia. The duo reveals how navigating COVID-19 has shaped these markets and discusses the importance of local knowledge in investment decisions. A surprising dinner with a billionaire CEO in Indonesia highlights the unexpected connections made along the way.
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Meet Every Company
- Meet with every company willing, even those seemingly unattractive on paper.
- This helps build market knowledge and expertise, learning manager psychologies and spotting authenticity.
Triangulate Information
- Supplement company and macro meetings by connecting with local experts.
- Triangulate information by tapping into alumni networks and engaging with diverse perspectives.
Scrappy Networking
- In Saudi Arabia, after brokers claimed central bank meetings were impossible, Flynn secured one by contacting a stock exchange CEO advisor via LinkedIn.
- The CEO then facilitated meetings with the SEC commissioner and central bank governor, demonstrating the power of direct outreach.