Erik Wetterling – Value Investing Versus Guessing At Reactions To Macro Noise
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us with his reaction to the recent bounce we’ve seen in the precious metals along with most markets, and how he approaches value investing in his portfolio of junior gold and silver mining stocks. We review that even companies with banked derisked success have been drastically undervalued, and that all that value is there to rise when sentiment shifts.
Erik emphasizes that keeping one’s approach to spotting value is far more important that trying to follow 100 different fundamental or technical data points, that ultimately if he can buy a good management team and project that has “probable growth”, and “buy a future that’s not here yet,” then it will rise eventually when the sentiment swings back to bullish, regardless of all the other data people consume their time parsing and debating.
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