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 The Pilbara story has changed quite a bit in 2018 and I thought it might be good to recap some of the biggest changes (so far) and cover my personal view in terms of value proposition and Risk/Reward (mostly from the stand point of Novo...
Continue reading » October 23, 2018 admin Novo Resources, Pilbara No Comment Correlations during the last month: Some comments (keep in mind that this is not a large sample size): Novo and Pacton are highly correlated. Artemis and Kairos are highly correlated. Kirkland and Novo are interestingly not correlated at all. Kirkland is negatively correlated...
Continue reading » June 18, 2018 admin Novo Resources, Pilbara No Comment 
