I'm excited to share my first episode in my Uranium Industry Primer Series. This week, Daren Heitman of Azarias Capital joined the podcast to discuss the broad uranium bull thesis. Specifically, we discussed:
- Supply-side economics, drivers, incentives, and risks
- Demand-side economics, drivers, incentives, and risks
- How to structure a trade to express a bullish uranium hypothesis
- How to model supply and demand
- Getting to the 80/20 of the Uranium thesis
- The importance of the Fuel Cycle
If you enjoyed the podcast, follow Daren and Azarias on X @AzariasCapital
Finally, a big thanks to the following sponsors for making the podcast a reality.
Mitimco
This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!
Tegus
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TIKR
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Marhelm
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