I thought I would share my views on 1) The relative valuations within the junior mining sector, 2) Why and where I think there are some obvious value dislocations and 3) Where I thus believe the overall best Risk/Reward opportunities are currently present. Setting...
Continue reading » January 30, 2019 admin Gold & Silver Stocks, Investing Strategies No Comment I have been reading the book “The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor” written by the billionaire fund manager Howard Marks lately. It’s a very good book that covers some very important mind set tools, that is useful for any stock picker...
Continue reading » December 10, 2018 admin Investing Strategies, Novo Resources, Pilbara No Comment Just had the urge to put together some Expected Value/Return scenarios and discuss R/R and investment strategies, by the numbers… Setting the Scene It is said that 1 out of 3,000 mineralized anamolies becomes a mine. … Yet a majority of people seem...
Continue reading » August 29, 2018 admin Investing Strategies No Comment An additional lesson I learned in 2017 that I think is one of the best ways to beat the market: …That the market is impatient and that time-arbitrage seems very profitable especially in a bad market, when people gladly sell a good stock just because...
Continue reading » January 22, 2018 admin Investing Strategies No Comment With renewed strength in gold and reading a few articles/tweets from good analysts that expect gold to be ending the year not far from its all time highs, I thought it would be timely to just do a quick post about what my focus is...
Continue reading » January 13, 2018 admin Investing Strategies, Uncategorized No Comment This article is a follow up to the “Lessons Learned During 2017: Lesson Number #1” article. I know Brent Cook talks a lot about the importance of knowing what success “looks like”, and also the importance of a management team knowing what success looks like…...
Continue reading » January 3, 2018 admin Investing Strategies No Comment Goldfinger compiled a great article on lessons learned during 2017 from some of the more prevalent posters on CEO. At first it was hard to come up with definite lessons since I personally feel my investing strategy has changed so drastically in just one year...
Continue reading » January 1, 2018 admin Investing Strategies No Comment So I thought I would write something about what my current investment strategy in the precious metals mining space is. You probably know that I have a large position in a highly speculative exploration stock called Novo Resources. If you think we are currently in...
Continue reading » December 4, 2017 admin Gold & Silver Stocks, Investing Strategies 1 Comment 
