We Study Billionaires - The Investor’s Podcast Network

TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson

Dec 16, 2022

01:06:50

Highlights

AI Chapters

Episode notes

Mining Companies Are Easy to Value

05:08

Using DCFs to Build a DCF for Copper Mining Projects

03:51

What Is Holding Uranium Back?

04:59

Introduction

2min

How Do You Think Probabilistically?

3min

Using DCFs to Build a DCF for Copper Mining Projects

4min

How Do You Affect Your Free Cash Flow Forecast?

3min

How Much Weight Do You Put on the Discount Cash Flow Model?

3min

Putting Together a Perfect Portfolio

5min

How Much Commodity Price Risk Can I Stood?

5min

Investing in Commercial Real Estate

2min

Is It a Buy and Hold?

2min

10.

You've Taken His Ownership Mindset

4min

11.

What Is Holding Uranium Back?

5min

12.

Uranium - Is That Enough of a Thesis?

3min

13.

The Opportunities for Sustainable Energy?

4min

14.

Oil and Natural Gas

2min

15.

The Investors Podcast - The Investor's Podcast Network YouTube Channel

2min

16.

We Study Markets by the Investors Podcast Network

6min

17.

Mining Companies Are Easy to Value

5min

18.

Investing in a 10 Mine in the Congo

5min

19.

What Stock Got You in the Door?

3min

20.

The Valley Investors Club - What's Your Stock Pick?

3min

21.

Millennial Investing by the Investors Podcast Network

2min

IN THIS EPISODE, YOU’LL LEARN:

01:34 - How to apply probabilistic thinking when approaching investing.
14:26 - Will’s structure for the “perfect portfolio”.
32:29 - Why Uranium hasn’t performed as most hoped for in 2022.
40:11 - How the sustainable energy supply chain is struggling to achieve healthy margins.
54:58 - Assessing different types of risk including political risk.
1:00:04 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today.
And much, much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Massif Capital Website.
Will Thomson Twitter.
Trey Lockerbie Twitter.

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