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

Dec 16, 2022

Will Thomson, founder and managing partner at Massif Capital, dives into the world of energy, materials, and mining investments. He discusses the importance of probabilistic thinking in making informed investment decisions. Thomson shares his insights on constructing the 'perfect portfolio' and analyzes why Uranium underperformed in 2022. He explores challenges in the sustainable energy supply chain and evaluates various investment risks, including political instability. Plus, he reveals a standout stock that earned him recognition in the Value Investors Club.

01:06:50

Episode guests

Will Thomson

AI Chapters

Episode notes

Intro

2min

Investing with Probabilities

17min

Navigating Short-Term Mining Investments

9min

Navigating Investment Complexity

18min

Creating Lasting Memories Through Travel and Learning

2min

Exploring the Energy and Mineral Landscape: Lithium Mining and Battery Opportunities

6min

Navigating Mining Valuations

10min

Investment Lessons and Renewable Energy Insights

7min

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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