
#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation
Superinvestors and the Art of Worldly Wisdom
The Benefits of Energy Royalties
Energy royalties, and this also tends to be the case with a iron ore and other base metal royalties that you'll see in the portfolio, is a function of land ownership. A royalty in its truest sense is basically just a proportionate percentage of the realized product which is extracted. In many cases it's completely free and clear of any operating expenses or any proportion it costs whatsoever. So really great business model where the companies actually compare favorably to the leading tech companies in the world.
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