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6min chapter
Natural Resource Investing Thesis w/ Adam Rozencewajg | Managing Partner @ Goehring
The Journey with Christian D Evans
How to Invest in a Company
Adam, you mentioned obviously book You know price to book ratio. Is there a specific ratio or is there a specific number that you kind of gravitate towards? We like to bike We'll model a whole project based on the discounted cash flows we try to model it on our best assumption of what the project will actually generate in terms of production Because you know I'm used to these big honking return potentials with a stock could double or even triple based on our reasonable assumptions.
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