TIP271: An Intrinsic Value Assessment w/ Dan Ferris (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Altius Minerals: From Crisis to Growth
This chapter analyzes the evolution of Altius Minerals since its initial recommendation in 2009, focusing on key management decisions that fostered its growth. It emphasizes the strategic acquisition of mining royalties, particularly the significance of long-term potash resources. Additionally, the chapter discusses the advantages of royalty structures over traditional mining operations and the importance of management relationships in understanding the industry's complexities.
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