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45. Robert Mullin: Commodities with Carry and Convexity
Mutiny Investing Podcast
Investing in Resources Is a Lot Less Travel Than It Was
The focus on more mature companies is the cash flow statement. And so it's nice to be able to not have to make sure that you know they're building in the right place or they've got room for a tailings dam. The post-pandemic world where you can kind of get management on a half hour 45 minute zoom anytime you want has also made that to some degree easier as well.
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