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Investing in Disruptive Infrastructure
The concept of disruptive business models usually means Internet based technology applications, and the infrastructure industry is seemingly the…
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Q&A—The Worst Is Over for Oil Prices: Aquamarine’s Joel Moser
Aquamarine Investment Partners Chief Executive Joel Moser spoke to Bloomberg’s Ainslie Chandler about his fund’s focus on real assets…
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In pursuit of overlapping opportunities
Aquamarine’s Joel Moser talks about his firm’s investment strategy, the price of oil and the appeal of airports. “We’re…
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Emerging Market Infrastructure
If you read my last column on the characteristics of infrastructure risk, you should be thinking that emerging market…
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Infrastructure as Alternative Investment
Listed investments have been tracking oil prices lately, even businesses that have nothing to do with oil prices. Have…