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.

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.

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.