The Meb Faber Show - Better Investing
Thomas George, Grizzle - Disruption at a Reasonable Price | #507
Nov 8, 2023
Thomas George, President of Grizzle and Portfolio Manager of the DARP ETF, discusses investing in disruption at a reasonable price, the sector focus of the ETF, and takeaways from the 2022 sell-off. He also dives into the performance of Amazon since its IPO as a case study for disruption at a reasonable price.
55:23
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Quick takeaways
- Investing in natural gas presents a great opportunity due to low prices, healthy balance sheets, and generous returns to shareholders.
- Investing in electric metals like copper, lithium, and nickel provides outsized return potential as demand for electric vehicles and clean energy grows.
Deep dives
Natural Gas: A Hidden Opportunity
One of the under-covered opportunities in the market is natural gas. With low prices and the ability to supply the world, natural gas presents a great investment opportunity. The balance sheets of companies in the industry are healthy, allowing for generous returns to shareholders through dividends and buybacks. This makes natural gas a strong anchor for the portfolio.
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