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mining
June 24, 2023
FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties
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June 22, 2023
Bel Fuse: Successfully Repositioning as Wide-Moat, Niche Business
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January 16, 2023
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
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January 6, 2023
Best Ideas 2023 Preview: Sprott Physical Uranium Trust
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December 22, 2022
Ian Clark on Private Equity-Style Investing in the Power Sector
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July 1, 2022
Archaea Energy: Clear Leader in Landfill Renewable Natural Gas
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April 9, 2022
Mongolia: Three Investment Ideas to Access This Growing Frontier Market
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November 1, 2021
John Hathaway on Investing in the Gold Mining Sector
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January 28, 2021
Massif Capital Commentary: Growth Markets Meet Tangible Assets
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January 5, 2021
Best Ideas 2021 Preview: Commodity Company With Attractive Model
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December 28, 2020
The Manual of Ideas – Winter 2021 Edition
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December 20, 2020
Why We Seek the Company of Long-Term Compounders
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November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
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November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
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October 23, 2020
Rapidly Shifting Business Models in Real Asset Industries
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September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
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August 18, 2020
Taking a Global Perspective on Investing in South Africa
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April 19, 2020
Chip Russell on Investing in a Transition to a Low Carbon Economy
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April 10, 2020
Bharat Forge: Best-in-Class Producer with Increasing Focus on Defense
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April 9, 2020
GMO Internet: Downside Protection, Plus Bitcoin Optionality
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