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Schumpeter_1

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  • Taser International Inc: Price Spike Not Justified By Ferguson Crisis [View article]
    U.K. = smaller European country ?
    Less crime ? 27 years of IRA terror ....
    Don't know whether you can recall the IRA bombings in Central London from the 80s? Look at the timeline on the right of the link below...
    http://bbc.in/1oTKunT
    ...and the 1970s, even late 90s:
    http://bbc.in/1oTKunU

    Or last year's Woolwich incident: a British citizen and Islamist from Nigerian descent kills a British soldier (in civilian) with an axe....
    http://dailym.ai/1oTKx31

    Still, London Bobbies (=every day policemen on the street) carried on without firearms. Even during the IRA years from the 1970s till 1997. And still now.

    I agree on you with the fact that these stocks are "hyped" and overbought.

    But not entirely on some fundamentals that could impede the stock, as mentioned above. And saving prosecution times also saves government spending (=budget). Or not ?

    Disclaimer: I am not British
    Aug 21, 2014. 03:26 AM | Likes Like |Link to Comment
  • Taser International Inc: Price Spike Not Justified By Ferguson Crisis [View article]
    @ Mr Gentile:

    An "absolute" need for guns ?
    I would rather call this very "relative" ...
    http://bbc.in/1lhTens

    and perhaps not even a need:
    "When asked, [U.K.] police officers say overwhelmingly that they wish to remain unarmed.....(!)
    A 2006 survey of 47,328 Police Federation members [in U.K. ] found 82% did NOT want officers to be routinely armed on duty, despite almost half saying their lives had been "in serious jeopardy" during the previous three years."

    In U.K., the Irish Republic and New Zealand policemen don't carry guns. In Norway officers carry arms in their cars but not on their person.

    Also " None of [the] issues (privacy, Ed.), have stopped police forces in the U.K., where departments have a decade head start on their counterparts in the U.S., from ever-wider adoption [of body cameras].
    Police in England and Wales are engaged in large-scale trials, and the aim is to make body-worn cameras standard (!!) issue.
    (Unlike firearms, Ed.)

    "In the U.K., where tests with them began in 2005, studies have shown that they (i.e. body cameras) aid in the prosecution of crimes, by providing additional, and uniquely compelling, evidence. In the U.S., in some instances they have shortened the amount of time required to investigate a shooting by police from two-to-three months to two-to-three days."
    Aug 20, 2014. 01:39 PM | 2 Likes Like |Link to Comment
  • Should You Invest In Farm Land? [View article]
    Roger,

    You're mentioning, "There are funds that target various slices of alternative investing (here I am lumping things like farms and toll roads in with funds that target various alternative strategies) and this space is going to grow ".

    Can you give any examples of these funds targeting various slices of alternative investment ?
    Jul 30, 2014. 09:46 AM | Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    Eritrea's Communications Disconnect
    (Businessweek; June 26, 2014)

    http://buswk.co/1pLdRKb

    Tanzanians Overtakes Kenyans As Top Mobile Money Users: http://bit.ly/1s1Z6j7
    Jul 3, 2014. 06:17 AM | 1 Like Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    More new business opportunities focusing upon West African diaspora, Stanbic bank, July 2nd, 2014:

    http://bit.ly/1pLdvn0
    Jul 3, 2014. 06:13 AM | 1 Like Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    Very interesting first link.
    Ryan Hoover's articles are always very interesting. Not at least because we have similar interests & his story on the birth of an African investor, looks a bit like mine:) Pitty he didn't continue to write here on SA.
    Jul 3, 2014. 06:04 AM | 1 Like Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    10 Stocks account for 71% of market cap of Nigerian equities market:
    http://bit.ly/1rXEsAG
    Jul 2, 2014. 10:58 AM | 2 Likes Like |Link to Comment
  • Frontier Markets Authors [View instapost]
    And to be more accurate...he should also be added to the "Central & West Africa Blog" and "East & Sub-Saharan Africa Investing Blog" :)

    I don't want to put you too much to work, Jon....:) Especially now you're writing mostly full-time on Forbes.
    Jul 2, 2014. 10:54 AM | Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    "The beer frontier" - The Economist, May 31st, 2014:

    http://econ.st/1rXA84s
    Jul 2, 2014. 10:38 AM | 1 Like Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    An article I valued earlier on, but even more in hindsight :)

    Nigerian Cement Sector, Dec 2012
    http://bit.ly/1sX65y3

    New developments since Dec 2012:
    - proposed merger of LaFarge & Holcim
    - proposed IPO of Dangote Cement in UK

    Also interesting to note are the ever present ties between previously colonized countries and business(men) originating from their old colonial "rulers", as I re-discovered this week. For example Belgium richest man, i.e. Albert Frère, owns 21% of LaFarge which in itself originates 34% of revenue from Africa. The only continent where Belgium was ever to had colonies. Frère also immediately backing the proposed merger with Holcim, creating a pan-emerging market powerhouse :)

    Likewise French multinationals Carrefour, Casino, CFAO and Bolloré are very predominate players (and early entrants) in Africa.

    More on Africa's cement:
    http://bloom.bg/1sX65y9

    http://bit.ly/1sX8qZY
    Jul 2, 2014. 09:56 AM | 2 Likes Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    60 Sierra Leonean ebola patients missing.
    UNICEF Director saying Sierra Leone hasn't got ebola under control !
    http://bit.ly/1sWWVSo
    (article in Dutch, but can easily be translated via browser or Google Translate)

    Ebola patients scared of visiting the hospital, thinking "government will inject you, to get rid of you".
    Jul 2, 2014. 08:45 AM | 1 Like Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    Didn't know this (future ?) Myanmar play:
    First Pacific Company Ltd (OTCPK:FPAFY)

    http://bit.ly/1rUUpYs

    http://bit.ly/1rUUpYv

    http://bit.ly/1rUUo6P
    Jul 1, 2014. 05:16 PM | 2 Likes Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    I was wrong on Ebola (!)

    "Ebola death toll rises in Guinea, Liberia and Sierra Leone", as indicated an hour ago:
    http://bit.ly/1z5p6Pr

    Death toll rises from 399 to 467 deaths (and 759 Ebola cases) during the past week.

    Liberia vows prosecution for hiding ebola patients:
    http://abcn.ws/1z5p6Pv

    http://reut.rs/1z5p4XX
    Jul 1, 2014. 01:12 PM | 1 Like Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    "Lagos, Nigeria: Africa’s Big Apple"
    Fortune Magazine (June 12, 2014):
    http://bit.ly/1nZglPF

    Financial Times (June 20, 2014):
    "Internet retailer tapping into diaspora dollars"
    (i.e. Nigerian diaspora)
    http://bit.ly/1nZglPH

    Full disclosure: I am long shares Millicom Int'l (OTCPK:MIICF) listed in Stockholm, Sweden
    and living in Rotterdam, NL :)
    Jun 30, 2014. 12:46 PM | 1 Like Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    Ivory Coast:

    “ ...was the locomotive of West Africa in the 80s,” country risk analyst for Rand Merchant Bank in Johannesburg says .

    “If there is a succesful election and we don’t see systematic violence then the country is set to take off."

    The African Development Bank’s return from Tunesia “is a symbol of the revival of the Ivorian economy after a decade of recession,”

    Source: Bloomberg's Businessweek (June 29, 2014)

    http://buswk.co/V1eodg
    Jun 30, 2014. 05:23 AM | 1 Like Like |Link to Comment
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