Strategic resource investor David Lotan shares mining stock tips from his decades of experience investing in resource companies. Have a listen to this 45-minute discussion and learn from one of the best. David is the President of LHI an investment company focused on natural resource...
Continue reading » September 23, 2021 admin Gold & Silver Stocks, Investing Clips No Comment Ivey Business School’s Value Investing Classes of 2015 welcomed Richard H. Lawrence Jr. as a Guest Speaker. Mr. Lawrence is the Chairman and Executive Director of Overlook Investments in Hong Kong. PowerPoint Presentation: https://www.ivey.uwo.ca/cmsmedia/3775… Our Guest Speakers are an integral part of our Value Investing...
Continue reading » September 23, 2021 admin Investing Clips No Comment One day things that are extremely cheap won’t be cheap anymore. This foresight alone is going to bank me a coupled of hundred percent within a few years as long as I don’t sell out before that. Magic. Ps… You have no right to...
Continue reading » September 20, 2021 admin Horseman's Portfolio 1 Comment Mohnish Pabrai, Managing Partner at Pabrai Investment Funds, presented the topic “From Ben Graham to Phil Fisher” at the Ben Graham Centre for Value Investing’s 2021 Virtual Value Investing Conference. CLICK HERE to access the presentation
Continue reading » September 17, 2021 admin Investing Clips No Comment In a good market positive news release will be discounted. In a really good market positive news releases will be overly discounted (overvalued). I remember Garibaldi Resources reaching a Market Cap of something like >C$400 M before the first assay results were in. I think...
Continue reading » September 16, 2021 admin Investing Strategies 4 Comments What do people hate more than anything? To wait. What makes people sell? Boredom, impatience and paranoia over delayed assays. What do we get? Even more “artificially” suppressed prices… “When it rains it pours”. Have you seen many junior explorers ramping into assay results lately?...
Continue reading » September 15, 2021 admin Investing Strategies No Comment Bad markets (sentiment) periods that produces bargains is when you sow. Good markets (sentiment) that produces over-valued PRICE vs VALUE propositions is when you harvest. … It always go back and fourth between the two and that is a fact. Just knowing that sentiment will...
Continue reading » September 15, 2021 admin Investing Strategies No Comment The king of catching falling knives:
Continue reading » September 13, 2021 admin Investing Clips 1 Comment Napoleon’s definition of a military genius was, “The man who can do the average thing when all those around him are going crazy.” It’s the same in investing. Building wealth over a lifetime doesn’t require a lifetime of superior skill. It requires pretty mediocre skills...
Continue reading » September 12, 2021 admin Investing Clips, Uncategorized No Comment Ivey Business School’s Value Investing Classes of 2009 welcomed Seth A. Klarman as a Guest Speaker. Mr. Klarman is the President of The Baupost Group in Boston, MA. Our Guest Speakers are an integral part of our Value Investing education. This education sets out to...
Continue reading » September 11, 2021 admin Investing Clips No Comment 
