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In episode 308, we welcome our guest, Maciej Wojtal, founder and CIO of Amtelon Capital, an investment fund focused on Iranian equities. In today's episode, we're covering Maciej\u2019s best idea: Iranian equities.\nIn today\u2019s episode, we start by hearing how the 2015 nuclear deal between the US and Iran sparked Maciej\u2019s interest in Iran. He shares what he learned early on \u2013 the country has a resilient economy with great demographics \u2013 and when paired with companies trading at 3-4x earnings, he was compelled to set up his firm in 2018. Maciej walks us through what it\u2019s been like over the last few years: handling new sanctions under the Trump administration, 70% currency depreciation one year, and, most recently, the impact of COVID.\nAs we wind down, he shares the possibilities for the country going forward and the potential for foreign inflows to drive valuations up in the near future.\nPlease enjoy this special \u201cBest Ideas\u201d episode with Amtelon Capital\u2019s Maciej Wojtal.\nLearn more about your ad choices. Visit megaphone.fm/adchoices