
Will Thomson
Founder and managing partner at Massif Capital, specializing in investing in miners of energy, materials, and heavy industrials. Shares insights on probabilistic thinking, portfolio construction, and specific investment opportunities.
Top 5 podcasts with Will Thomson
Ranked by the Snipd community

17 snips
Sep 26, 2025 • 1h 2min
Liquid real assets with Will Thomson of Massif Capital; Natural gas, tungsten and tin | S07 E33
Will Thomson, Founder and Manager at Massif Capital, dives into the world of liquid real assets, emphasizing energy and critical minerals like tungsten and tin. He discusses how his concentrated portfolio approach thrives during tough market cycles, arguing that management often outweighs asset value. The conversation touches on the impact of political risk on investment strategies and the significance of timing in the resource sector. Thomson also reveals his bullish stance on European natural gas stocks, driven by geopolitical dynamics and dividend strength.

6 snips
Dec 16, 2022 • 1h 7min
TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
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.

Dec 20, 2024 • 1h 7min
Will Thomson (Massif Capital): The Zambia Copper Opportunity
Will Thomson, an expert in the copper market from Massif Capital, dives into Zambia's potential as an investment hub. He discusses the intricate forces shaping copper supply and demand, emphasizing the region's rich mining heritage. Will highlights ongoing investment reforms in Zambia, contrasting its opportunities with challenges in the Democratic Republic of the Congo. He touches on investment strategies in the mining sector and the importance of management experience and infrastructure for maximizing returns in Zambia's promising copper landscape.

Apr 3, 2024 • 36min
MH+ Ep.33 Copper, Dispersion & Commodities (guest: Will Thomson)
Will Thomson, Founder of Massif Capital, discusses copper, mining sector returns, down and out commodities. Topics include recession threats on spending decisions, investing in copper over gold, importance of management teams in mining investments, dispersion of results in energy/materials/industrial companies, and investment opportunities in emerging markets post-COVID era.

Feb 22, 2024 • 1h 22min
Will Thomson On Lithium, Copper, And More
Will Thomson of Massif Capital discusses the lithium and copper markets, highlighting challenges and investment choices. The episode also explores Tesla's projected deliveries, global EV market growth, and the success of the Lundeen family in energy and mining. Strategic mining investments, shorting stocks, fraud prevention, and innovation in investment are also discussed.