One strategy I think one could pretty much beat the index with every year is to pick up sleepers in the form of cashed up juniors who explore in the parts of the world where snow makes it impossible to work for almost half of...
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December 9, 2020 admin
Investing Strategies
2 Comments
Exploration is very risky as most people will know and only a fraction of all the exploration targets out there will ever become a material discovery. Thus, the people factor is extremely important since the exploration “champions” would not bother with anything other than the...
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November 20, 2020 admin
Inflection Resources, Investing Strategies
4 Comments
Flashback to 2015/2016: Portfolio went down 48% in just a few months during the bottom grind. During the next 8 months it went up 500% and the return over the 11 month period was 212% even though I obviously didn't pick the exact bottom. #Perspective...
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November 18, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
4 Comments
Confusing risk and uncertainty is probably the most common mistake I see investors doing. Confusing risk and volatility is another big one. Risk is not where the share price will go in the short term (unless you are purely a short term trader). High uncertainty...
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November 16, 2020 admin
Investing Strategies
1 Comment
Yesterday I discussed Eskay Mining and NuLegacy Gold with Cory Fleck on Kereport.com which can be accessed HERE. Anyway, I got a bit inspired to explain my case on both in a bit more detail and Why I like Eskay Mining at C$151 M The...
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November 13, 2020 admin
Eskay Mining, Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, NuLegacy Gold, Uncategorized
1 Comment
If there is anything that is certain in investing, and pretty much most things in life, it is that nothing is certain. When I see people using absolutes while at least indirectly making a case for or against an investment you know from the start...
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September 29, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources
4 Comments
With the precious metal market heating up I get some emails and messages from people who are keen to learn about investing in this space. Contrary to most newsletter writers etc in this space I tend to focus on Investing Theory because I think it’s...
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September 7, 2020 admin
Investing Strategies
1 Comment
I like this tidbit from the legendary Jack Bogle where he talks about the blessing of low prices (market corrections): … We all know everyone and their mother is always hoping for their stocks to go up today, tomorrow and the day after until eternity....
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August 26, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources
No Comment
People Access to Capital Project Pipeline … Simple as that in my opinion… Good people: Stewards of your money and will go for best “bang for the buck” Access to Capital: The ability to create value over time Project pipeline: The “event horizon” for value...
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August 24, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
1 Comment
Time has value. An ounce in the ground is only valuable if it can be recovered economically. Thus, time to economic recovery is a big deal… What is the value of a project that is fully permitted, shovel ready and is worth $500 M on...
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July 18, 2020 admin
Gold & Silver Stocks, Investing Strategies
2 Comments
