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To Investors, I’m always intrigued by innovative ways of doing traditional things. I’ve increasingly been intrigued by how companies are looking at bitcoin and deciding on how to participate in the bitcoin market. Today I want to talk about what it means to run a company on a Bitcoin Standard. So, …
To Investors, Last year I wrote a letter to this group suggesting that the South African government should intentionally make Eskom smaller, reduce Eskom’s market share in the energy supply chain, for the benefit of Eskom itself – and for the benefit of South Africans. I wanted to re-publish the le…
To Investors, In previous letters, while researching and writing about the significance of the recently imposed U.S. trade tariffs and various trade dynamics, I’ve also become increasingly aware of companies or projects which are deemed national champions. One example that I can’t get out of my min…
To Investors, Today’s letter features a guest post by Ross Jenvey, a former Partner at Kingson Capital, with eight years of experience as an operator in the South African venture capital industry. As an insider who's seen a fair amount in the South African VC space, I asked Ross to answer four key …
To Investors, Last week investors and fans gathered for another Berkshire Hathaway Annual General Meeting. Towards the end of the meeting Warren Buffett announced that he’s stepping down as Berkshire CEO and will remain only as Chairman. This marked the end of an era and I’d be remiss to not note t…
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