Garrett Goggin: All Things Gold & Silver Mining Stocks

Sep 27, 2024

Garrett Goggin, founder of The Golden Portfolio, boasts over 15 years of expertise in gold and silver mining stocks. He shares insights on navigating the mining landscape, including researching potential investments and exploring international opportunities, especially in Latin America. Garrett discusses the importance of shareholder value, risks of dilution, and evaluates mining stocks with a focus on cash flow. He also emphasizes portfolio construction strategies tailored for precious metals, highlighting the anticipated future of gold and silver investments.

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Intro

00:00 • 2min

Navigating the Gold & Silver Mining Landscape

02:21 • 2min

Exploring Mining Sites: Safety and Silver History

04:05 • 2min

Exploring Investment Opportunities Beyond Traditional Mining Jurisdictions

06:02 • 2min

Mining Stocks Unveiled: Opportunities and Risks

07:47 • 24min

Evaluating Mining Stocks: Debating NAV and NPV Models

32:07 • 2min

Navigating Gold and Silver Investments

34:13 • 14min

Mining Insights: Gold and Silver's Future

48:41 • 9min

Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks.

Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his brain on portfolio construction, grade hurdle rates, red flags to avoid, and how to value a mining stock.

I think you'll like this one.

Please note that Garrett or myself might own any of the stocks mentioned in the podcast. None of this is investment advice. Do your own work. Mining investing is extremely risky. You've been warned.

Finally, a big thanks to the following sponsors for making the podcast a reality.

Mitimco

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