Patterns Travel: What Challenging Markets Teach About Global Investing
Olduvai's global approach was shaped in emerging and frontier markets, where macro risk is visible, capital is scarce, and quality must prove itself.
Insights
Olduvai Insights.
Markets are noisy over the short term. Olduvai Insights shares our long-term thinking on global investing, shaped by experience in emerging and frontier markets and applied across a wider global opportunity set.
Investment lenses
Enduring lenses for how we think about opportunity and risk.
Affordability Is Not Cheapness
The best affordability leaders do more than lower prices. They expand access, build habits, and use scale to deepen their advantage.
Risk Is Not a Footnote
How we think about macro, currency, and governance risk without making risk an afterthought.
Market perspectives and case studies
Market insights from Olduvai's lens.
What Is Normal in Memory?
Revisiting our investment case for Samsung Electronics and SK Hynix: Is AI demand and the shift toward enterprise memory changing what "normal" earnings look like for the memory industry?
Samsung and the Memory Layer of AI
AI infrastructure, memory scarcity, high bandwidth memory, and the strategic value of integration across memory, logic, and packaging.
AI Beyond the Headline
A real technology is not automatically a good investment. We look for where AI changes scarcity, distribution, and unit economics.
CATL and the Cost Curve Behind Electrification
How a scaled battery leader turned manufacturing learning, customer integration, and energy storage demand into an affordability advantage.
BYD and the New Economics of Affordable Mobility
How vertical integration, affordability, and manufacturing execution are reshaping global mobility.
Airtel Africa and the Everyday Infrastructure of Mobile Money
Durable telecom and mobile money economics where negative macro sentiment obscured a scaled platform.
Kenya Local Currency Bonds: When Macro Creates the Price
How currency, sovereign funding, local rates, and policy credibility can turn macro stress into a cross-asset opportunity.
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