It's no secret I'm bullish on Russia. I know this isn't an easy stance to take given the tensions between the United States and Russia right now, but I don't care. I try to find value where value resides. To me, there's tremendous asymmetric value to be found in Russia. The bad part of Russia … Continue reading A Telecom Monopoly in Russia
Tag: russian stock market
Going Long Russia: Part 2
If you've stuck around for Part 2 of my Russian Bull Thesis, congrats! If you haven't read Part 1, check it out here. I won't bore you with Part 1 review, so I will give a brief overview. Part 1 dealt with the Russian economy as a whole, which returned a bullish hypothesis after my research. … Continue reading Going Long Russia: Part 2
