Opportunity Knocks

04/30/2018

Bienville Capital’s Cullen Thompson, Mark Bower and Brian Yuen explain the four key things they look for in investable themes, how they sequence through ideas as the themes evolve, and why they see considerable upside today in Greek banks, Greek industrial conglomerate Gek Terna, Saudi Arabia’s Al Rajhi, Brazil’s Azul and uranium producer Cameco.


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