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copper
January 6, 2024
Will Thomson and Adam Lundin on Mining and the Lundin Group
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October 17, 2023
Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet
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June 24, 2023
Alphawave: Founder-Led Tech Leader Overcoming Growing Pains
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January 17, 2023
Rogers: Improving Operations, Orphaned Due to Scuttled Deal
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January 11, 2023
Seizing the Opportunity in Energy and Industrial Businesses
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October 5, 2022
Finding Value in European Banks and Other Old Economy Sectors
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October 1, 2022
Thought Exercise: Explaining the Global Macro Situation to a Martian
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April 9, 2022
Mongolia: Three Investment Ideas to Access This Growing Frontier Market
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September 30, 2021
Adam Rozencwajg on the Investment Implications of Copper Supply Issues
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July 10, 2021
Entegris: Benefiting From Increased Complexity in Semiconductors
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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January 6, 2020
Best Ideas 2020 Preview: Dundee Corporation
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September 19, 2019
Arnold Van Den Berg on Five Decades of Investing and Life Lessons
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July 31, 2019
Reviewing Our Theses on Disney, Charter, Comcast, RBI, F1, and Fox
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July 23, 2019
Perspectives on Selected Holdings of the Ensemble Fund
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March 8, 2019
Uzbekistan Awakes
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October 23, 2018
Bryan Lawrence on Intelligent Investing in the Energy Sector
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May 29, 2018
Macmahon: Mining Services Company in Successful Turnaround
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May 19, 2018
Media/Telecom: Usual Suspects Still Hated… But CHTR Now a Special Guest
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