tag:blogger.com,1999:blog-2149523431587168680.post7737867298450263279..comments2024-01-16T00:12:23.220-05:00Comments on Oddball Stocks: Book Review: Africa The Ultimate Frontier MarketNate Tobikhttp://www.blogger.com/profile/05660387777171986124noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2149523431587168680.post-55902325670666422612012-08-16T14:19:08.985-04:002012-08-16T14:19:08.985-04:00Francis Daniels (of Africa Opp. Fund) on value inv...Francis Daniels (of Africa Opp. Fund) on value investing in Africa (and under hyperinflationary conditions in Zimbabwe, of all places):<br />http://www.africaopportunityfund.com/files/Reflections%20of%20a%20Value%20Investors%20Paper.pdfAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-8757387976245456932012-08-14T09:48:25.070-04:002012-08-14T09:48:25.070-04:00Thks, Nate, I was thinking about buying this book!...Thks, Nate, I was thinking about buying this book! Off the top of my head, these are some Africa/related stocks I've look at recently:<br /><br />Funds:<br /><br />Africa Opportunity Fund (AOF:LN)<br />Market Vectors Africa Index ETF (AFK:US)<br />Blackstar Group (BLCK:LN)<br />Cambria Africa (CMB:LN)<br />PME African Infrastructure (PMEA:LN)<br />African Medical Inv (AMEI:LN)<br />South African property (SAPO:LN)<br /><br />Companies:<br /><br />Guaranty Trust Bank (GRTB:LN)<br />Agriterra (AGTA:LN)<br />Lonrho (LONR:LN)<br />Zambeef (ZAM:LN)<br />Camellia (CAM:LN)<br />Old Mutual (OML:LN)<br />A number of companies in Vincent Bollore's 'empire'<br /><br />Cheers,<br /><br />Wexboy<br /><br />Wexboyhttp://wexboy.wordpress.comnoreply@blogger.com