TIP422: Frontier Market Investing w/ Maciej Wojtal

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 13 February 2022

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-chip stocks is not uncommon. IN THIS EPISODE, YOU’LL LEARN: 01:12 - Why you want to be invested in a stock market that is opening up. 16:32 - The bull and bear case of investing in Iran. One of the biggest frontier markets in the world. 25:17 - Why the Iranian stock market has performed better than the S&P500 and will continue to do so. 46:22 - Why Iran might be the investment opportunity of a generation. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Amtelon Capital’s website. Maciej Wojtal’s Twitter profile. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	You are listening to TI-P.
0:03.1	How does a PE of 3-5 sound and how about dividend yields as high as 20% and blue chip stocks?
0:09.3	Not bad, right?
0:10.6	They say that superior returns often require superior curiosity.
0:14.4	And that is shoulder to the case for today's guest.
0:16.5	With only 0.5% equity ownership by foreigners, today's guest, Machi Voltaal, argues that Iran
0:23.2	might be the once-ident generation investment opportunity.
0:26.9	That's for yourself in this deep dive into perhaps the most overlooked stock market in the
0:31.0	world.
0:32.0	So without further delay, here's today's episode.
0:35.5	You are listening to THE Investors Podcast.
0:41.6	Where we study the financial markets and read the books that influence self-made billionaires
0:46.0	the most.
0:47.0	We keep you informed and prepared for the unexpected.
1:02.4	And today I'm here with Machi Voltaal.
1:04.9	So Machi, thank you so much for taking the time to speak with me.
1:08.6	Hi, Steve.
1:09.6	It's great to be here.
1:10.6	Thank you.
1:11.6	So we're very excited to speak with you here today and talk about investing in Frontier
1:16.4	Mages and specifically about Iran.
1:19.0	And here on the show, we are big followers of Warren Buffett.
	...

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