Re-Search

Heyokha Brothers-Investment Report-1Q 2016

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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Heyokha Brothers-Investment Report-4Q 2015

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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Heyokha Brothers-Investment Report-3Q 2015

” 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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Heyokha Brothers-Investment Report-2Q 2015

“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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Heyokha Brothers-Investment Report-1Q 2015

“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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Heyokha Brothers-Investment Report-4Q 2014

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

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Heyokha Brothers-Investment Report-3Q 2014

“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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About Re-Search

Research is not a static process. The same question may have different answers over time. One should not be content with the known but keep searching for new answers again and again, or Re-search.

The latest report on this page may be password protected and exclusively available for our investors. Yet, the older reports are available to anyone.

Previously we published reports on a quarterly basis. We no longer do this and only publish a report when we feel we have something special to share.