The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network TIP428: Is Russia the most contrarian investment? w/ Harris "Kuppy" Kupperman
Mar 6, 2022
In this engaging conversation, Harris "Kuppy" Kupperman, CEO of Praetorian Capital Management, dives into the intriguing world of contrarian investing. He discusses why Russian assets are poised to be the most surprising trade opportunity available today. Kuppy also offers a bold forecast for oil prices, highlights a major position in uranium, and shares his unique perspective on Bitcoin compared to gold. Plus, he explores the challenges and opportunities in both U.S. real estate and Mongolia, revealing potential undervalued stocks.
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Uranium Investment Thesis
- Uranium is currently underpriced, trading below the marginal cost of production with a growing supply deficit.
- Kupperman's largest position is in Sprott Physical Uranium Trust, betting on a price increase.
Mongolia Growth Group Pivot
- Kupperman's Mongolia Growth Group, initially focused on real estate, faced political challenges.
- They diversified into public securities, launched a publication, and transitioned to a merchant bank model.
US Housing Market Outlook
- The US has a significant housing deficit, fueled by reduced production and demographic shifts.
- Kupperman believes this trend is strong and unlikely to be affected by rising interest rates.