Risk VS Uncertainty… Not the same thing but often treated as such… Case in point when people consider Novo to be extremely risky/speculative because the targets are highly unconventional. Some even, for some reason, goes so far as to claim that “Novo has no gold”....
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January 26, 2020 admin
Investing Strategies, Novo Resources
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Which mining stocks in your portfolio would you recommend a family member to buy? Which mining stocks in your portfolio would you say have fairly low downside? Which mining stocks in your portfolio would you be comfortable holding for 1 year with no option to...
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January 13, 2020 admin
Investing Strategies
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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...
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January 7, 2020 admin
Gold & Silver Stocks, Investing Strategies
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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+...
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January 4, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies
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CLICK HERE to listen to my latest interview with Cory Fleck of Kereport.com Companies discussed: Aloro Mining, Lion One Metals, Mandalay Resources & Argonaut Gold etc.
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January 3, 2020 admin
Gold & Silver Stocks, Horseman's Portfolio, Kereport, Podcasts/Interviews
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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...
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December 22, 2019 admin
Investing Strategies
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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...
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October 14, 2019 admin
Gold & Silver Stocks, Investing Strategies
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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...
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October 6, 2019 admin
Horseman's Portfolio, Investing Strategies
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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...
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October 1, 2019 admin
Investing Strategies
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I have been watching tens of hours of value investing videos lately, especially ones by Mohnish Pabrai, who is a student of Warren Buffett. Mohnis talks a lot about the “magic” of compounding. On that note, I hope I have become at least 1% better...
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September 26, 2019 admin
Recommended Reading
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