#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today
Superinvestors and the Art of Worldly Wisdom
The Risk Discipline of Value Investing in Commodities
We do a huge amount of what I would call very creative and in depth stock selection. When we finally decide that a bull market in commodities is about to take off based on our research, we then put together an equity portfolio where we believe those equities have the best chance of capturing the largest amount of return. We're very, very careful to size our various equity positions according to what we believe the risks are.
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