Sep 5 • Announcements & News
New Deep Dive: Kaspi
Kaspi is the dominant super app of Kazakhstan, expanding fast into Turkey, and yet trades at under 7x earnings. Growth is strong, margins are high, and dividends could be back by 2025.
This is deep value with real upside. Even without a rerating, returns look like 20%+ per year. With a rerating, 35%+ is on the table.
Full breakdown in Deep Dive folder
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New Deep Dive: Kaspi
skool.com/hedge-fund-investor-2065
In this community, I share my real-time investment process, shaped by years of managing a billion-dollar hedge fund.
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