Wednesday, July 31, 2019

Retail Disruptors

Every generation there seems to be a new type of grocery store that comes up with a new way to lower prices, in the process lighting the business models of the incumbents on fire. It doesn't feel like it was that long ago that it was Walmart that was the disruptor. But today it is playing defense against another set of disruptors: the so-called hard discounters. Retail Disruptors is about the spectacular rise and impact of these hard discounters that are taking the industry by storm.

Monday, July 15, 2019

The Retreat of Western Liberalism

Populist leaders seem to be gathering strength around the world, with none more famous than the one currently domiciled in the White House. What is going on? In The Retreat of Western Liberalism, journalist and speechwriter Edward Luce attempts to explain it.

Monday, July 8, 2019

Migrant Refugee Smuggler Savior

Smuggling humans across borders is big business. The harder governments make it to cross a given border, the more criminal elements become involved. After all, demand is still present. But the price, the danger, and the requirements all increase. Migrant, Refugee, Smuggler, Savior is all about this industry.

Friday, July 5, 2019

Karsan Value Funds: 2019 Q2 Results

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.