The Hedgeless Horseman
  • Home
  • Legal
  • About
  • Stock Reports
  • Horseman’s portfolio
  • Mining Education
  • Horseman’s Watchlist
  • Egina Calculator

Category: Investing Strategies

Novo: Outcome Leverage

leverage
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

Notes From The Interview With Cory Fleck

Investing tips
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

“Basic Investing in Resource Stocks: The Idiot’s Guide”

Bob Moriarty
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

Miners: Thoughts on Relative Valuations

Relative-valuations
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

Metals or Miners? Silver or Gold?

Gold/silver ratio
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

Investing Theory and Pilbara

Value Investing
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

Investing: Playing the Numbers

Value-matrix-2
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

Stan Druckenmiller and Some Horseman Thoughts

GGI-4
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

Lesson #3: The Value of Time-Arbitrage

philo
An additional lesson I learned in 2017 that I think is one of the best ways to beat the market: …That the market is impatient and that time-arbitrage seems very profitable especially in a bad market, when people gladly sell a good stock just because...
Continue reading » January 22, 2018 admin Investing Strategies No Comment

Lesson #2: Buying Proven Assets

philo
With renewed strength in gold and reading a few articles/tweets from good analysts that expect gold to be ending the year not far from its all time highs, I thought it would be timely to just do a quick post about what my focus is...
Continue reading » January 13, 2018 admin Investing Strategies, Uncategorized No Comment
6 of 7« Previous1…4567Next »

Proudly Sponsored by:

Search Topics

Recent Comments

  • Greg on The Simple Case For Gold: Betting Against a World First in History
  • ROQ on The Simple Case For Gold: Betting Against a World First in History
  • admin on Miners Won’t be This Cheap Forever
  • Paul J Cernac on Miners Won’t be This Cheap Forever
  • Sach on Bob Moriarty: Inside The Greatest Gold Discovery In History

Categories

  • 121 Group
  • Aktier
  • Alpha Exploration
  • Bob Moriarty
  • Brigadier Gold
  • Cabral Gold
  • Cartier Resources
  • Chart of the Day
  • Condor Resources
  • Crescat Capital
  • Defense Metals
  • District Metals
  • Dolly Varden Silver
  • Eloro Resources
  • Enduro Metals
  • Eskay Mining
  • Firefox Gold
  • Geopolitik
  • Gold
  • Gold & Silver Stocks
  • Golden Tag Resources
  • Goliath Resources
  • Guest Post
  • Horseman's Portfolio
  • Idaho Champion
  • Inflection Resources
  • Investing Clips
  • Investing Strategies
  • Irving Resources
  • Jay Taylor
  • Juggernaut
  • Kalamazoo Resources
  • Kereport
  • Kingfisher Metals
  • Kuya Silver
  • Labrador Gold
  • Lion One Metals
  • Lione One Metals
  • Magna Gold
  • Magna Mining
  • Mantaro Silver
  • Market Flash
  • Mining Education
  • Miramont Resources
  • Monetära systemet
  • New Found Gold
  • Newsletter
  • Novo Resources
  • NuLegacy Gold
  • Omai Gold Mines
  • Osisko Mining
  • Pilbara
  • Podcast
  • Podcasts/Interviews
  • Prime Mining
  • Prosper Gold
  • Recommended Reading
  • Signature Resources
  • Silver
  • Silver & Guld
  • State of The World
  • Stock Reports
  • StrikePoint Gold
  • The Assay
  • The Economic Depression
  • Timberline Resources
  • Tristar Gold
  • Uncategorized
  • White Gold Corp
  • White Rock Minerals

Archives

  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
The Hedgeless Horseman © 2021 | Theme: Optimize ↑
  • About
  • Catalyst Watch
  • Egina Calculator
  • Horseman’s portfolio
  • Horseman’s Watchlist
  • Legal
  • Manage Subscriptions
  • Mining Education
  • Silver & Gold
  • Silver Miners
  • Stock Reports
  • Yop Poll Archive