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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

The Acquirers Podcast

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The Value Investing Principles in the Mining Space

I think this is obviously always going to be a stock picking market but today more than any other time, perhaps. I found that majority of the companies that did better in the energy space realm were really the companies that were aggressively doing CAPDAX aggressively increasing production. That is almost the opposite of what I see in the major companies in the gold space. If you look at the top 50 companies and take the top 10 versus the bottom 40,. The top 10 is historically depressed. Those companies are doing buybacks, which we haven't seen through all history really dividends to, you know, magnitude as well that is almost unprecedented. And so, yes, G. Maybe I think it's so

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