Author Archive: Carl Livie

Carl Livie is Nabataeans’ editor for financial markets and value investing. He studied Arabic and Islamic Studies with a focus on the economic development of the Middle East at the School of Oriental and African Studies in London. Carl has been active in the Egyptian start-up scene, where he co-founded the online services provider elmenus.com, but also spent time at UBS’ derivatives sales and structuring desk in London. Carl’s long-standing interest however has been identifying contrarian-minded and value-oriented investment ideas around the globe with a particular focus on the Middle East.

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Value Investing: Turkcell (TKC:US)

Value Investing: Turkcell (TKC:US)

Turkcell is our choice for a ‘defensive’ stock pick in Turkey’s precarious macro environment. In contrast to many of its peers, Turkcell’s revenue is growing rapidly. Meanwhile, the stock price remains depressed due to an ongoing dispute between its main shareholders.

By September 20, 2013 0 Comments Read More →
Value Investing: Taking the Long View on Egyptian Real Estate with TMG

Value Investing: Taking the Long View on Egyptian Real Estate with TMG

TMG, one of Egypt’s largest property developers, can currently be obtained for a competitive price. Yet considering the recent political turmoil, is now the right time to invest?

Apple: A Misunderstood Blue-Chip?

Apple: A Misunderstood Blue-Chip?

Apple’s share price is down more than one third since its peak in 2012. What does this portend about the fate of one of the world’s most well-known blue-chips?