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TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
We Study Billionaires - The Investor’s Podcast Network
How Much Commodity Price Risk Can I Stood?
I believe that you would describe yourself as a value investor, much like Warren Buffett. You are aiming to buy and hold for only about three to five years with a focus on these cyclical stocks. So I'm curious, what is a profile, let's say, of a stock that would appeal to you? Within the mining industry, for example, which is what we're best known for,. We look for opportunities to underwrite operations and do diligence as the catalyst for the company. The industrials, we look more for contracted cash flows, niche products, and sometimes moats.
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