Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital - We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years | #266

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 18 November 2020

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 266, we welcome our guest, Kiyan Zandiyeh, Chief Investment Officer for Sturgeon Capital, a leading frontier markets investment boutique focused on technology-enabled businesses that offer a product or service which solves an unserved, acute pain point for a large addressable market. We’re covering Kiyan’s best idea: frontier markets. With the U.S. markets near all-time highs, investors may want to look around the globe for other opportunities and frontier markets offer a unique risk/reward. Kiyan walks us through the current landscape and what countries he’s most interested in. He covers the most common risks investors need to be aware of, and why he’s focused on private companies utilizing technology in the ecommerce and enterprise SaaS spaces. As we wind down, he walks us through a couple real examples of investments he’s made in countries like Iran and Uzbekistan. Please enjoy this special “Best Ideas” episode with Sturgeon Capital’s Kiyan Zandiyeh. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambra's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	Hello friends.
0:40.5	Today we have another installment of our Best Ideas series.
0:44.6	We've had some really fun episodes already on long Japanese stocks,
0:48.4	ends and out of SPAC arbitrage, and how to launch an E.T.F.
0:53.0	Today's guest is the chief investment officer at Sturgeon Capital,
0:56.0	where we invest in technology-enabled businesses in frontier markets.
1:00.0	In today's episode, we're crossing the map and covering our guest's best idea long frontier markets
1:06.6	With the US markets near all-time highs investors may want to look around the globe for other
1:10.8	opportunities and our guest believes frontier markets offer a unique risk. the in, we cover the most common risks investors need to be aware of, and why he's focused on private
1:24.8	companies utilizing technology and the e-commerce and enterprise SAS spaces.
1:30.1	This episode is brought to you by 10 East.
1:33.0	Long time listeners know I've invested in private markets quite a bit myself,
1:37.0	but with access to these markets broadening,
	...

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