MI248: Inflation is Here to Stay w/ Tavi Costa
The Intrinsic Value Podcast - The Investor’s Podcast Network
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How to Pick the Right Mining Companies?
I think commodity investing is so hard for retail investors because it takes so much expertise and knowledge to pick the right companies. The usual trend of this is to really think about your risk profile. And if you're willing to take a little more risk, I think you want to be the exploration and development phase of the mining cycle. We have Quentin as a geologist that can come in and we have an activist approach where we help those companies deliver better results through our own expertise.
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