bergarnsmedium

The content seems valuable for investors, but is the fee structure clearly defined for smaller accounts?

I really enjoy reading these updates on frontier market equities. It feels like a personal journey rather than just dry financial data. The shift from asking about working hours in Lagos to reading about payment rails in Kazakhstan is such a cool contrast. It shows how global these markets are. I appreciate the weak spot for businesses with durable growth and good management. The mission to build up fuck-off-capital is relatable. The email updates and the substack link make it easy to stay informed without too much clutter. It is nice to have a resource that combines learning with creating memories. The focus on capital light growth and margins inflecting in 2027 gives me confidence in the long-term strategy. I look forward to seeing more writings on investing and traveling. It is a unique blend of finance and adventure that keeps me engaged.

While the investing focus is interesting, the specific terms for the fund letters and the exact criteria for the 'cheap moaty' classification are not clearly spelled out for new readers.

Love the mix of investing and travel updates from Lagos to Kazakhstan. The focus on cheap moaty businesses feels spot on for durable growth.