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4min chapter
Natural Resource Investing Thesis w/ Adam Rozencewajg | Managing Partner @ Goehring
The Journey with Christian D Evans
How to Invest in Natural Resources
We look for natural resource sectors in the commodity markets that we think over the next three to five years are developing big imbalances and big shortages. And then we try to buy stocks that will take advantage of that move that we see Then we try to manage the risk thing if we're wrong, but they'll have a runway to be able to make it back. So what does that mean? Well, it means we try to stay away from companies with a lot of debt We try to stay Away from companies with really bad assets now That might sound intuitive But actually if you get a sharp bull market and natural resources The companies with the worst assets will probably do the best.
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