By James Kwantes Fat pitches, investing punch cards and the ability to stay focused in a distracted world. These are a few takeaways from Seth Klarman’s recent ode to Warren Buffett, the 95-year-old investing titan and outgoing Berkshire Hathaway CEO, in The Atlantic. Here’s a...
Continue reading » December 28, 2025 admin Investing Strategies No Comment The most successful investor of all time is retiring. Here’s what made him an American role model. By Seth A. Klarman LINK
Continue reading » December 18, 2025 admin Investing Strategies No Comment Copied from Michael’s post on Linkedin which can be found HERE. 𝗛𝗼𝘄 𝗟𝗼𝗻𝗴 𝗗𝗼𝗲𝘀 𝗜𝘁 𝗧𝗮𝗸𝗲 𝘁𝗼 𝗦𝗲𝗹𝗹 𝗮 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆? (A hidden indicator of alignment in exploration) 𝗧𝗵𝗲 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻 Over the last while, we posed a simple internal question. How long does it actually take...
Continue reading » November 19, 2025 admin Investing Strategies No Comment What is the Difference between Investing/Speculating and Gambling? Proper investing/speculating theory means long term success. Gambling can look like good investing/speculation in the short term but will bite you in the long term.
Continue reading » October 23, 2025 admin Investing Clips, Investing Strategies No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss the opportunities he is seeing for portfolio rebalancing or “value shuffling,” due to the extreme market volatility and pricing dislocations in many resource equities. This volatility is caused from across-the-board sympathetic...
Continue reading » April 9, 2025 admin Investing Quotes, Investing Strategies No Comment Recommended Reading: “Every so often the market throws us a gut punch we didn’t see coming. It hits us so hard it could almost bring Superman to his knees…” LINK
Continue reading » April 6, 2025 admin Investing Strategies No Comment Sunk costs are going up in value and down in price… With rates going up the cost of capital is going up. With inflation going up the value of sunk costs is going up. Since this sector is sentiment driven everything goes up and down...
Continue reading » September 28, 2023 admin Investing Strategies No Comment 0:00 Intro/Copium 7:12 Eloro Resources 36:43 Lion One 38:55 Goliath Resources 40:40 Pacific Ridge 43:26 Eskay Mining 50:52 Portfolios Just my 2 biased cents. Not investing advice. DYODD!
Continue reading » August 31, 2023 admin Investing Strategies No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to unpack how he transitioned his risk/reward assessment skills from being a semi-professional poker player, to how he approaches value investing in junior gold, silver, and base metals mining stocks. We talk about...
Continue reading » June 1, 2023 admin Investing Strategies, Kereport, Podcasts/Interviews No Comment Daily paper metal swings does almost nothing to affect the actual long term value of an exploration project. Yet daily paper metal swings can affect price in a material way. People think paper metal prices matter a lot because they see it affecting a lot...
Continue reading » May 12, 2023 admin Investing Strategies, Uncategorized 1 Comment 
