Best Idea Show – Maciej Wojtal, Amtelon Capital – I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia | #308

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 5 May 2021

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 308, we welcome our guest, Maciej Wojtal, founder and CIO of Amtelon Capital, an investment fund focused on Iranian equities. In today's episode, we're covering Maciej’s best idea: Iranian equities. In today’s episode, we start by hearing how the 2015 nuclear deal between the US and Iran sparked Maciej’s interest in Iran. He shares what he learned early on – the country has a resilient economy with great demographics – and when paired with companies trading at 3-4x earnings, he was compelled to set up his firm in 2018. Maciej walks us through what it’s been like over the last few years: handling new sanctions under the Trump administration, 70% currency depreciation one year, and, most recently, the impact of COVID. As we wind down, he shares the possibilities for the country going forward and the potential for foreign inflows to drive valuations up in the near future. Please enjoy this special “Best Ideas” episode with Amtelon Capital’s Maciej Wojtal. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor 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	Meep Babers the co-founder and chief investment officer at Cambria Investment Management.
0:23.2	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.0	All opinions expressed by podcast participants are solely their own opinions and do not
0:30.5	reflect the opinion of Cambria Investment Management or its affiliates.
0:33.0	For more information, visit cambria Investments.com.
0:39.0	What's up y'all? Another banger of a show today.
0:42.0	This is the newest in our series of best ideas and our
0:45.9	guest today is the founder and CEO of Amtilan Capital, an investment fund focused on
0:51.2	Iranian equities.
0:53.0	Today's episode, we start by hearing how the 2015 nuclear deal
0:56.2	between the US and Iran
0:57.7	sparked our guest's interest in the country.
1:00.0	Our guest shares what he learned early on,
1:01.8	the country had a resilient economy with great demographics,
1:04.7	and when paired with companies trading at three to four times earnings, not revenues, earnings,
1:10.0	he was compelled to set up his firm in 2018. He walks us through what it's been like over the last few years,
1:15.2	handling new sanctions under Trump administration, a big currency depreciation one year, and most recently
1:20.5	the impact of COVID. As we wind down he shares the possibilities for the
	...

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