TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter features an expert discussion on investment strategies in the energy, metals, and mining sectors. It covers probabilistic thinking, portfolio construction, sustainable energy challenges, and historical stock performance.
IN THIS EPISODE, YOU’LL LEARN:
- 01:34 - How to apply probabilistic thinking when approaching investing.
- 14:26 - Will’s structure for the “perfect portfolio”.
- 32:29 - Why Uranium hasn’t performed as most hoped for in 2022.
- 40:11 - How the sustainable energy supply chain is struggling to achieve healthy margins.
- 54:58 - Assessing different types of risk including political risk.
- 1:00:04 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today.
- And much, much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Massif Capital Website.
- Will Thomson Twitter.
- Trey Lockerbie Twitter.
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