Value Investor TV

Emerging Market Investing - Part 1 | Value Investor TV - Podcast #122

November 19, 2020 valueinvestor.org, LLC Episode 122
Value Investor TV
Emerging Market Investing - Part 1 | Value Investor TV - Podcast #122
Chapters
Value Investor TV
Emerging Market Investing - Part 1 | Value Investor TV - Podcast #122
Nov 19, 2020 Episode 122
valueinvestor.org, LLC

Kevin Carter is the founder of EMQQ the Emerging Markets Internet & E-commerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. 


0:00 - Introduction
1:30 - Background & Why Emerging Market
7:13 - Investment Philosophy (Indexing vs Active; Value Investing)
10:40 - Kevin's Checklist (GARP, Recurring Revenue, etc)
15:04 - Is assessing management important?
18:31 - Risks in investing in the emerging market
21:40 - Why focus on the consumer story; internet and e-commerce


Kevin Carter
LinkedIn: https://www.linkedin.com/in/thekevincarter
EMQQ: https://www.emqqetf.com/
Big Tree Capital: http://www.bigtreecapital.com/


Email: info@valueinvestor.org
Twitter: @valueinvestortv
Instagram: @valueinvestortv
Facebook: /valueinvestortv
Database: www.valueinvestor.org

Show Notes

Kevin Carter is the founder of EMQQ the Emerging Markets Internet & E-commerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. 


0:00 - Introduction
1:30 - Background & Why Emerging Market
7:13 - Investment Philosophy (Indexing vs Active; Value Investing)
10:40 - Kevin's Checklist (GARP, Recurring Revenue, etc)
15:04 - Is assessing management important?
18:31 - Risks in investing in the emerging market
21:40 - Why focus on the consumer story; internet and e-commerce


Kevin Carter
LinkedIn: https://www.linkedin.com/in/thekevincarter
EMQQ: https://www.emqqetf.com/
Big Tree Capital: http://www.bigtreecapital.com/


Email: info@valueinvestor.org
Twitter: @valueinvestortv
Instagram: @valueinvestortv
Facebook: /valueinvestortv
Database: www.valueinvestor.org