ESSENTIAL READINGS

Commoditising community: The We Company Juggernaut

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By Wadzi Katsidzira and Chiedza Chikoto The headlines WeCompany…

H1 2019 - Shareholder Letter

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05 July 2019 Dear Shareholders and Friends, One Transaction…

Chewy.com And The Rise Of “Pet Humanization”

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By Trevor Muchedzi, CFA “ The era of pet parenting Millennials…

Happy one year anniversary: Four things I have learnt

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By Trevor Muchedzi, CFA Today marks one year since I launched…
BOOK REVIEWS

King of Capital: The rise, fall and rise again of Steve Schwarzman and Blackstone

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Authors: David Carey and John E. Morris Blackstone is one…

Billion Dollar Whale

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How to steal R70 billion and impoverish a nation   Billion…

Bad Blood: Secrets and Lies in a Silicon Valley Startup

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Blinded by ambition, aided by sycophant and sustained by greed By…

Oblivion: A Memoir

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“I felt for my father the same way my friends said they felt…
READING LIST
Success and Luck: Good Fortune and the Myth of Meritocracy

May 2018

- Success and Luck: Good Fortune and the Myth of Meritocracy
Sapiens: A Brief History of Humankind

June 2018

- Sapiens: A Brief History of Humankind
Capitalism without capital: The Rise of the Intangible Economy

July 2018

-  Capitalism without capital: The Rise of the Intangible Economy
Rethinking the economics of land and housing

August 2018

- Rethinking the Economics of Land
East West Street: On the origins of genocide and crime against humanity

September 2018

- East West Street: On the origins of genocide and crime against humanity
Global Inequality: A New Approach for the Age of Globalization

October 2018

- Global Inequality: A New Approach for the Age of Globalization
Bad Samaritans: The Myth of Free Trade and the Secret History of Capitalism

November 2018

- Bad Samaritans: The Myth of Free Trade and the Secret History of Capitalism
The Vanishing Middle Class

December 2018

- The Vanishing Middle Class: Prejudice and Power in a Dual Economy
THE AUTHORI don't know about you but I hate that part of a job interview where they ask me to describe myself. I struggle on how to articulate who I am so I'm definitely not gonna start here today. I am who I am :-)

The Northerners

Meaning - A native or inhabitant of the north

LIVE LOCAL, INVEST GLOBALLY

I’m a nomad with an insatiable appetite for straying away from home. The Northerners (I chose the name because I dislike the Lannisters!) is a blog where I let my mind wonder away, searching for global investment opportunities up north. From time to time, I will also cover local opportunities but to a limited extend. In addition, at the end of each month I will also post a review of the book I would have read the preceding month and update my rolling month to month reading list. The blog is also be open to anyone interested in posting any relevant article, so if you want to be featured, drop me an email on letstalk@northerners.co.za and we can hook up. Lastly, if you would want to receive the articles straight into your inbox, simply sign up here to join the mailing list. That’s it folks: Signing out The Northerners

Portfolio

From time to time I will write articles that will cover some of the global investment securities I currently hold. So to avoid any conflict of interest, below is a list of my current portfolio holdings. Important Disclaimer: This is neither a suggestion of these investments to any investor nor can it be construed as an investment advice. The portfolio can be changed at any time without any prior warning

ETFs

Vanguard S&P 500 (VOO), Vanguard Small-Cap Value (VIOV), iShare MSCI Europe Small-Cap (IEUS), Vanguard FTSE Emerging Markets (VWO) and Emerging Market Internet & E-Commerce (EMQQ)

Tax Free Savings Account

Sygnia 4th Industrial Revolution

INDIVIDUAL SHARES

Ping An Health & Technology Limited, Square Inc, Delivery Hero, GrubHub, Nvidia, JD.com, PagSeguro, Canadian National Railway, Spotify, Steinhoff, Waste Management Inc, Netflix and Constellation Software Inc.