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TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
We Study Billionaires - The Investor’s Podcast Network
You've Taken His Ownership Mindset
I feel like you've taken it so far in a way that it's kind of circled back around. Your return is not a return from owning the stock. Your return comes from either dividends or capital appreciation and capital appreciation isn't solely a function of value. The question is why is there a mispricing and what is going to prompt that mispricing to close? In our case, it's a three to five year period that we're looking for something, some misprices to open up.
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