Month: April 2017

We learned so much from watching the Netflix documentary series called “Chef’s Table”. Each episode of this series features the life story of a remarkable chef. Watching the paths these chefs have taken to shape their skills and philosophy made us realise that these chefs are very special people. And that it takes deep-rooted passion and extreme dedication to get to where they are. The series challenges us to adopt the same level of dedication in our own field and craft: investing.

 

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Looking at developments around the world, it is becoming increasingly clear that the rich-poor gap is widening, and steps have to be taken before the wealth gap becomes a much more serious problem. There are investment implications, and we reiterate our major tailwind call for grassroots plays.

 

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We wonder how deflation will finally turn into inflation and start to have some exposure to inflation plays. On a more micro level, we talk about a turnaround story for an Indonesian retailer.

 

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We discuss three key macro-Zeitgeists currently in motion and their investment antidots. We thought that the pessimism on precious metal plays has reached an extreme level and as such arguing for some exposure into the sector. We also discuss low-end mass-market consumer companies, to be in line with the Zeitgeist.

 

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We have taken an initial positive outlook for Indonesia’s agriculture sector. We spent two weeks traveling throughout the rural land of Java. We witnessed how the Agri reform themes by the Jokowi administration have potentially far-reaching implications for demand stimulation, from basic goods to bigger ticket items.

 

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” What motivates [radical groups] and the millions who support them? The answer, many
believe, is stories – about injustice, outrages, ancestors, coreligionists, nonbelievers, stories from
the past and present.”

– Geoff Colvin –

 

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“You must be shapeless, formless, like water. When you pour water in a cup, it becomes the cup.
When you pour water in a bottle, it becomes the bottle. When you pour water in a teapot, it
becomes the teapot.Water can drip and it can crash. Become like water my friend.”
– Bruce Lee –

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“Just because you love the mountains doesn’t mean the mountains love you”
– Lou Whittaker
“Mountains are not conquered: they simply do or do not allow us to climb them”
– Ed Viesturs

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” When you get older it is hard to have heroes, but it is sort of necessary. “
– Ernest Hemingway –

 

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“Courage is not the absence of fear, but rather the judgment
that something else is more important than fear.”
– Ambrose Redmoon

 

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