The typical stock does not have a direct finite supply of goods or services to sell. Microsoft can create an endless amount of software and will never run out of ones and zeros to meet demand. A gold miner does not have that luxury since...
Continue reading » April 25, 2020 admin Horseman's Portfolio, Investing Strategies, Irving Resources, Lion One Metals, Novo Resources 4 Comments I have watched pretty much every video I could find with Mohnish Pabrai where he talks about investing. He makes a lot of sense to me… Description: In a straightforward and accessible manner, The Dhandho Investor lays out the powerful framework of value investing. Written...
Continue reading » April 25, 2020 admin Investing Strategies, Recommended Reading No Comment I seldom comment on stocks I don’t know much about. As anyone who has asked me for my opinion on stock X or Y, my most common response is: “Sorry but I don’t know enough about company X or Y to be able to give...
Continue reading » April 13, 2020 admin Investing Strategies, Novo Resources 2 Comments This is just going to be a very short post about some simple things such as basic math and inference that I think is quite important when it comes to investing… This is Novo’s land package in Pilbara: Egina The US$37 B enterprise...
Continue reading » April 12, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies, Novo Resources 5 Comments Setting the scene: Snippets: “The single most important thing to me in the stock market for anyone, is to know what you own. I’m amazed how many people own stocks they would not be able to tell you why they own it. They couldn’t...
Continue reading » April 1, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 1 Comment I love the comments by Peter Lynch in the video below. That thinking is why I would prefer miners to stay low, and even go lower, as long as I have money to invest. It’s simply because I think mining stocks have probably not been...
Continue reading » March 31, 2020 admin Gold & Silver Stocks, Investing Strategies No Comment At this moment, cash is king. It is outperforming stocks, (paper) gold, commodities and mining equities. What we are seeing in the world economy is highly deflationary. The thing is that neither the banking systems, economies, nor Central Banks can stand deflation. Given the record...
Continue reading » March 16, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies No Comment We are seeing a mining sector with “artificial” pricing right now. Price is not reflecting value at all, across the board. It might even diverge further even though even the producers look cheaper than the 2015 bottom. Nothing makes sense right now. Theoretically this price...
Continue reading » March 14, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies 1 Comment OK, time for some reflections… Everyone probably has a good example of giving out a tip or two to family members and/or friends… Or possibly even managing some of said people’s portfolios… And the tips and/or portfolio management for others will often result in strategies...
Continue reading » March 11, 2020 admin Investing Strategies, Irving Resources, Lion One Metals No Comment Infromation such as news releases, presentations, technical reports, interviews and other due diligence should be used to come up with assessment of a company’s fair VALUE . Then you look at what the market is selling a piece of the company for, and sell if...
Continue reading » March 5, 2020 admin Gold & Silver Stocks, Horseman's Portfolio, Investing Strategies No Comment 
