Value Hive Podcast

[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks

Jun 20, 2025
Garrett Goggin, founder of The Golden Portfolio and a seasoned investor in junior precious metals miners, shares his insights on gold and silver stocks. He discusses the intricacies of portfolio construction and the importance of management teams in mining. Listeners learn about evaluating mining investments, including methodologies like net asset values and recognizing red flags. Garrett also explores untapped regions for mining opportunities and shares predictions on market trends influenced by inflation and economic policies. A must-listen for keen investors!
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ANECDOTE

Surprising Safety and Silver in Bolivia

  • Garrett found that some countries like Bolivia are safer and friendlier than perceived.
  • He discovered a significant new silver deposit near the historic Cerro Rico mountain.
ADVICE

Screen Mining Stocks Quickly

  • Quickly discern quality mining stocks by vetting management, financial health, and grade of the resource.
  • Avoid heavily diluted, low-grade silver miners who constantly issue shares and fail to generate profits.
ADVICE

Beware Grade Inflation in Drill Results

  • Be cautious of headlining drill results with inflated grades or misleading silver equivalent calculations.
  • Watch for companies relying heavily on base metals rather than pure silver in their revenue.
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