Travelogue

There is no substitute for being on the ground to assess a company's employees, suppliers, customers, and overall prospects. As a result, international and domestic travel is a critical component of our research. This Travelogue shares snippets from some of these international trips, including our observations about geographic markets, geopolitical dynamics, targeted companies, and other key considerations.

Cambodia

Cambodia

Phnom Krom is one of the poorest places in Cambodia.  The families in these pictures live along the road leading to Tonlé Sap, which is the largest freshwater lake in South East Asia.  The lake is filled part of the year…

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