Ep 202. ROIC, Intrinsic Value, Investing Time Horizon, and Other Questions From Twitter
Focused Compounding
00:00
McKinsey's Valuation Textbook
Gold mining names to outperform on a sustained basis gold price higher and main input costs lower oil EM currencies weaker expense side capital allocation much improved Underrepresented in institutional portfolios. I don't have an opinion about gold generally if you look long-term over Comparing to other commodities. If people want to Invest in things that are late to gold while taking out the risk of gold actually is probably better. It's not as exposed to Gold prices themselves.
Play episode from 42:41
Transcript
