In this article I will discuss what I think are perhaps the most important concepts for an investor to understand, and that is the power of compounding, risk and opportunity cost… “Rule number number one, don’t lose money. Rule number two, see rule number...
Continue reading » January 10, 2020 admin Investing Strategies, Irving Resources, Lion One Metals, Novo Resources 6 Comments NOTHING has happened for Novo, LIO or majority of juniors, in terms of company specific reasons, that would warrant the big red candles today. It’s just sentiment/technicals tied to a declining gold price at work! Depending on the liquidity there could be one seller responsible...
Continue reading » January 9, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources, Uncategorized No Comment The “newbie” premium and discount I know a lot of people who have bought a stock because it was “cheap” and when I have asked WHY they think it’s cheap they literally quote the share price. I have had this kind of conversation with both...
Continue reading » January 7, 2020 admin Gold & Silver Stocks, Investing Strategies No Comment For a project to reach the critical threshold of becoming “mine worthy” is a long, hard and rare path. Yet, this is often not reflected when I look at relative valuations in the junior space. There are plenty of juniors who have run to $20M+...
Continue reading » January 4, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 2 Comments Things I learned or lessons that were reinforced: Don’t let other people influence you too much. If a case doesn’t make sense to you, even though it seems to make a lot of sense for others, you probably should stay out. One can’t “transfer” conviction...
Continue reading » December 22, 2019 admin Investing Strategies No Comment I just read an excellent article that I highly recommend people to read this weekend: “I Passed on Berkshire Hathaway at $97 Per Share” … Some good content that encourages some self reflection.
Continue reading » December 8, 2019 admin Investing Strategies, Recommended Reading No Comment You can follow me on twitter: https://twitter.com/Comm_Invest You can follow me on Ceo.ca: https://ceo.ca/@hhorseman You can follow me on Youtube We know the success chance of any wild cat drill campaign is extremely low (Much lower than many of us dare to acknowledge in my...
Continue reading » November 11, 2019 admin Horseman's Portfolio, Investing Strategies, Irving Resources, Lion One Metals, Tristar Gold 1 Comment I get a lot of questions about how one would go about learning more about mining investing. Therefore I have decided to put up a “Mining Education” page with educational material. It will contain resources on Geology, specific ore deposits and what to think about...
Continue reading » October 14, 2019 admin Gold & Silver Stocks, Investing Strategies No Comment When I started out investing in miners I bought a lot of “cheap” developers who had a lot of ounces in the ground. Some of these led to great returns during the epic 2016 rally in miners. Most of these later crashed back to where...
Continue reading » October 6, 2019 admin Horseman's Portfolio, Investing Strategies No Comment Think about some of the stocks you own and/or are itching to buy. Now, consider the following critera/scenarios and notice how your picks will decrease (narrow)… What shares of companies would you buy/own if… You had to hold the shares for 3 years? You had...
Continue reading » October 1, 2019 admin Investing Strategies No Comment