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The Market Huddle

MH+ Ep.14 : Kevin Talks All Things Uranium With Harris “Kuppy” Kupperman

Oct 4, 2023
Expert in all things uranium, Harris 'Kuppy' Kupperman discusses the trade's origin, supply-demand dynamics, and signs of industry breakdown. The chapter also covers the benefits of patience in investing, Warren Buffett's strategy, and investing in Argentina amidst upcoming elections.
28:56

Podcast summary created with Snipd AI

Quick takeaways

  • Thorough research and understanding of market fundamentals are crucial for building conviction in a trade, rather than relying on superficial analysis or short-term price movements.
  • Having patience and taking a long-term approach in investing can help navigate challenges, withstand lack of market interest, and avoid making impulsive decisions based on short-term market movements.

Deep dives

Confidence in a Trade: The Power of Thorough Research

The podcast discusses the experience of investing in uranium before it became a popular trade. The guest, Harris Kuperman, shares his unwavering confidence during a period when uranium prices were stagnant. Despite being the only buyer during that time, he remained steadfast in his belief that the trade would eventually work out. His confidence stemmed from thorough research and a deep understanding of the market fundamentals. Kuperman emphasizes the importance of conducting extensive research to build conviction in a trade, rather than relying on superficial analysis or short-term price movements.

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