Follow me on twitter: https://twitter.com/Comm_Invest Follow me on Youtube The risk of being “right” but ending up “wrong” I recently watched a SNN interview with Brent Cook. One topic which was discussed was jurisdictions, and how jurisdiction quality seems to go in cycles. Meaning, it is typical...
Continue reading » June 25, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Silver No Comment Follow me on twitter: https://twitter.com/Comm_Invest Follow me on Youtube With gold rocketing to new highs and potentially starting the next (stronger) leg up I thought it would be appropriate to discuss some investing ideas in light of that potential scenario. For the sake of argument I will...
Continue reading » June 22, 2019 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Irving Resources, Lion One Metals, Lione One Metals No Comment What was the impact of finding one black swan? The odds of finding another one went up immeasurably. What was the impact of the first successful shale oil well? The US went from a relatively small oil producer (and net importer) to the world’s largest...
Continue reading » June 11, 2019 admin Horseman's Portfolio, Investing Strategies, Novo Resources, Pilbara No Comment I had the pleasure of talking to Cory Fleck of Kereport.com today and prior to the talk I prepared some notes regarding my thought process for making an investment decision. Just in case my points did not come across as clear as I had hoped,...
Continue reading » February 26, 2019 admin Gold & Silver Stocks, Investing Strategies 1 Comment I recently got a copy and read Bob Moriarty’s new book called “Basic Investing in Resource Stocks: The Idiot’s Guide”, and thought I would do a quick review… The book covers everything from the current state of the world, the metals, the different kinds...
Continue reading » February 24, 2019 admin Bob Moriarty, Investing Strategies, Recommended Reading No Comment I thought I would share my views on 1) The relative valuations within the junior mining sector, 2) Why and where I think there are some obvious value dislocations and 3) Where I thus believe the overall best Risk/Reward opportunities are currently present. Setting...
Continue reading » January 30, 2019 admin Gold & Silver Stocks, Investing Strategies No Comment Everything is relative, and the greatest opportunities for over-performance ought to be in the most unfavorable asset classes. I am a huge gold, silver and miners bull, but at any given time, the relative opportunities within that basket will differ (everything moves in cycles)… Currently,...
Continue reading » January 4, 2019 admin Gold & Silver Stocks, Investing Strategies No Comment I have been reading the book “The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor” written by the billionaire fund manager Howard Marks lately. It’s a very good book that covers some very important mind set tools, that is useful for any stock picker...
Continue reading » December 10, 2018 admin Investing Strategies, Novo Resources, Pilbara No Comment Just had the urge to put together some Expected Value/Return scenarios and discuss R/R and investment strategies, by the numbers… Setting the Scene It is said that 1 out of 3,000 mineralized anamolies becomes a mine. … Yet a majority of people seem...
Continue reading » August 29, 2018 admin Investing Strategies No Comment Setting the Scene Stan Druckenmiller is one investment legend that has influenced me the most I think. In the short clip below I see his investment philosophy as a mixture of Pareto’s Law (The 80/20 law) and “time’arbitrage”. (HH: Notice the reaction of the crowd...
Continue reading » July 29, 2018 admin Investing Strategies, Novo Resources No Comment 
