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Rank: Elder Joined: 7/22/2009 Posts: 7,473
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Anyone investing offshore, how do you go about it? Which brokers do you use? How do you get you dividends and proceeds of sales etc. Kindly share. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 7/22/2009 Posts: 7,473
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I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years. If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Member Joined: 9/27/2006 Posts: 505
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I was looking into registering with Interactive Brokers this year. It may be an option for you.
What AI firms are you looking at?
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Rank: Member Joined: 7/1/2009 Posts: 262
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MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. the see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal life. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! In the early twenties, I invested offshore through Royal Skandia (since rebranded) for about nine years. I got disillusioned and bailed after the GFC. They recently reached out pitching NVIDIA, but I gave it a pass. Perhaps they can be your way into AI.
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Rank: Elder Joined: 7/22/2009 Posts: 7,473
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deadpoet wrote:I was looking into registering with Interactive Brokers this year. It may be an option for you.
What AI firms are you looking at? Tell me how it goes. I haven't narrowed down on them yet - I will need to do a lot of homework on that - that is why is said scout and invest... Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 7/22/2009 Posts: 7,473
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Monk wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. the see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal life. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! In the early twenties, I invested offshore through Royal Skandia (since rebranded) for about nine years. I got disillusioned and bailed after the GFC. They recently reached out pitching NVIDIA, but I gave it a pass. Perhaps they can be your way into AI. Thanks. You can kindly give more information or a link I can visit? Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Member Joined: 7/1/2009 Posts: 262
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MaichBlack wrote:Monk wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. the see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal life. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! In the early twenties, I invested offshore through Royal Skandia (since rebranded) for about nine years. I got disillusioned and bailed after the GFC. They recently reached out pitching NVIDIA, but I gave it a pass. Perhaps they can be your way into AI. Thanks. You can kindly give more information or a link I can visit? They reached out by phone. I didn't ask for their current contact details, but a Web search should help you find them. I believe they merged with Old Mutual.
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Rank: Member Joined: 7/1/2009 Posts: 262
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MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I trust you've been following recent developments in the AI space. In my view, DeepSeek breaks the "indispensable for AI" narrative around NVIDIA. Secondly, being open-source, DeepSeek R1 completely changes the landscape, and creates a level playing field, opening the door for more competition. No one makes obscene profits in such an environment. This is only a personal opinion, not investment advice.
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Rank: Member Joined: 7/1/2009 Posts: 262
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Monk wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I trust you've been following recent developments in the AI space. In my view, DeepSeek breaks the "indispensable for AI" narrative around NVIDIA. Secondly, being open-source, DeepSeek R1 completely changes the landscape, and creates a level playing field, opening the door for more competition. No one makes obscene profits in such an environment. This is only a personal opinion, not investment advice. Here's a deep dive for anyone interested in the technical aspects. The article also provides a glimpse of the frenzy unleashed once DeepSeek let the genie out... very empowering for the small guys in the field. https://www.technologyre...nes-going-to-follow-it/
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Rank: Elder Joined: 7/22/2009 Posts: 7,473
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Monk wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I trust you've been following recent developments in the AI space. In my view, DeepSeek breaks the "indispensable for AI" narrative around NVIDIA. Secondly, being open-source, DeepSeek R1 completely changes the landscape, and creates a level playing field, opening the door for more competition. No one makes obscene profits in such an environment. This is only a personal opinion, not investment advice. Your personal opinion is extremely valid!!! Deepseek shook the AI world! The hundreds of billions of dollars in valuation of AI companies lost in a blink of an eye is nothing to ignore. This will be like the Dot Com bubble. Money will be made and money will be lost. Big time! Both ways!! Some of the wealthiest people in the world are due to tech companies. Some of the people who were wiped clean some never to recover are because of tech companies. Those are the extremes when it comes to the tech field and investments. And we - globally - have never been able to properly value tech companies. Some are extremely overvalued but no one seems to think so until it is too late. Some seem too expensive and everyone screams about how overvalued they are then the share price doubles, the screams get louder, then the share price goes up again and everyone is ready for the big burst, then it discovers new highs and many many years later still rising (Think Tesla - yes it is actually a tech/data company, Meta [FaceBook], Alphabet [Google], Apple, Microsoft etc.) Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 7/22/2009 Posts: 7,473
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Monk wrote:Monk wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I trust you've been following recent developments in the AI space. In my view, DeepSeek breaks the "indispensable for AI" narrative around NVIDIA. Secondly, being open-source, DeepSeek R1 completely changes the landscape, and creates a level playing field, opening the door for more competition. No one makes obscene profits in such an environment. This is only a personal opinion, not investment advice. Here's a deep dive for anyone interested in the technical aspects. The article also provides a glimpse of the frenzy unleashed once DeepSeek let the genie out... very empowering for the small guys in the field. https://www.technologyre...nes-going-to-follow-it/ ◇ Thanks for sharing @Monk. Do you do offshore trading? @vvs and myself want to create generational wealth in foreign currency to protect it from the clowns messing things here with haphazard "policies"!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Member Joined: 7/1/2009 Posts: 262
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MaichBlack wrote:Monk wrote:Monk wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I trust you've been following recent developments in the AI space. In my view, DeepSeek breaks the "indispensable for AI" narrative around NVIDIA. Secondly, being open-source, DeepSeek R1 completely changes the landscape, and creates a level playing field, opening the door for more competition. No one makes obscene profits in such an environment. This is only a personal opinion, not investment advice. Here's a deep dive for anyone interested in the technical aspects. The article also provides a glimpse of the frenzy unleashed once DeepSeek let the genie out... very empowering for the small guys in the field. https://www.technologyre...nes-going-to-follow-it/ ◇ Thanks for sharing @Monk. Do you do offshore trading? @vvs and myself want to create generational wealth in foreign currency to protect it from the clowns messing things here with haphazard "policies"!!! No, I don't...gave up on it after the first unsuccessful foray.
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Rank: Member Joined: 7/1/2009 Posts: 262
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Monk wrote:MaichBlack wrote:Monk wrote:Monk wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I trust you've been following recent developments in the AI space. In my view, DeepSeek breaks the "indispensable for AI" narrative around NVIDIA. Secondly, being open-source, DeepSeek R1 completely changes the landscape, and creates a level playing field, opening the door for more competition. No one makes obscene profits in such an environment. This is only a personal opinion, not investment advice. Here's a deep dive for anyone interested in the technical aspects. The article also provides a glimpse of the frenzy unleashed once DeepSeek let the genie out... very empowering for the small guys in the field. https://www.technologyre...nes-going-to-follow-it/ ◇ Thanks for sharing @Monk. Do you do offshore trading? @vvs and myself want to create generational wealth in foreign currency to protect it from the clowns messing things here with haphazard "policies"!!! No, I don't...gave up on it after the first unsuccessful foray. I recall @Young is in several Markets.Perhaps if you reach out, he count guide you.
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Rank: Chief Joined: 1/3/2007 Posts: 18,139 Location: Nairobi
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MaichBlack wrote:Monk wrote:Monk wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I trust you've been following recent developments in the AI space. In my view, DeepSeek breaks the "indispensable for AI" narrative around NVIDIA. Secondly, being open-source, DeepSeek R1 completely changes the landscape, and creates a level playing field, opening the door for more competition. No one makes obscene profits in such an environment. This is only a personal opinion, not investment advice. Here's a deep dive for anyone interested in the technical aspects. The article also provides a glimpse of the frenzy unleashed once DeepSeek let the genie out... very empowering for the small guys in the field. https://www.technologyre...nes-going-to-follow-it/ ◇ Thanks for sharing @Monk. Do you do offshore trading? @vvs and myself want to create generational wealth in foreign currency to protect it from the clowns messing things here with haphazard "policies"!!! No. I can't get my head around some of the PERs, etc Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/22/2009 Posts: 7,473
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VituVingiSana wrote:MaichBlack wrote:Monk wrote:Monk wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I trust you've been following recent developments in the AI space. In my view, DeepSeek breaks the "indispensable for AI" narrative around NVIDIA. Secondly, being open-source, DeepSeek R1 completely changes the landscape, and creates a level playing field, opening the door for more competition. No one makes obscene profits in such an environment. This is only a personal opinion, not investment advice. Here's a deep dive for anyone interested in the technical aspects. The article also provides a glimpse of the frenzy unleashed once DeepSeek let the genie out... very empowering for the small guys in the field. https://www.technologyre...nes-going-to-follow-it/ ◇ Thanks for sharing @Monk. Do you do offshore trading? @vvs and myself want to create generational wealth in foreign currency to protect it from the clowns messing things here with haphazard "policies"!!! No. I can't get my head around some of the PERs, etc  Umeona afadhali we deal with what we understand in the 254!!?? Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Member Joined: 2/15/2010 Posts: 136 Location: Kenya
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MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I'd go for Alphabet/google. I think it has lowest PER of the magnificent 7. Has diverse and growing businesses. Waymo in particular is interesting. Or just go for a magnificent 7 heavy ETF. To counter the risk of an AI bubble how about US REITS some yield at rates that equal or rival Kenyan USD MMFs. Most pay quarterly, a few even monthly.
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Rank: Elder Joined: 7/22/2008 Posts: 2,706
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DtheK wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I'd go for Alphabet/google. I think it has lowest PER of the magnificent 7. Has diverse and growing businesses. Waymo in particular is interesting. Or just go for a magnificent 7 heavy ETF. To counter the risk of an AI bubble how about US REITS some yield at rates that equal or rival Kenyan USD MMFs. Most pay quarterly, a few even monthly. Just thinking out aloud. Would investing in an energy generator like Kengen be an indirect way of investing in AI? A lot of Data centers will be needed. Those things consume a lot of energy. Those things also need to be geographically distributed across the globe to mitigate risk of adverse weather and natural events. Geothermal power is green so that would be a plus.
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Rank: Elder Joined: 12/4/2009 Posts: 10,714 Location: NAIROBI
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Kusadikika wrote:DtheK wrote:MaichBlack wrote:I want to scout for and invest in AI firms and firms supporting them - hardware etc. then see what happens in the next 10 years.
If AI is a bubble and it bursts, well and good, we go back to our normal lives. If it takes over our lives and ways of doing things, well and good, I will be properly hedged! I'd go for Alphabet/google. I think it has lowest PER of the magnificent 7. Has diverse and growing businesses. Waymo in particular is interesting. Or just go for a magnificent 7 heavy ETF. To counter the risk of an AI bubble how about US REITS some yield at rates that equal or rival Kenyan USD MMFs. Most pay quarterly, a few even monthly. Just thinking out aloud. Would investing in an energy generator like Kengen be an indirect way of investing in AI? A lot of Data centers will be needed. Those things consume a lot of energy. Those things also need to be geographically distributed across the globe to mitigate risk of adverse weather and natural events. Geothermal power is green so that would be a plus. Kenya we are not yet at the data center boom stage. We still have a lot to sort out in the basics first Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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