Pitch Categories: Podcasts

The Wealth Gap Is Accelerating Out-Of-Control | Lacy Hunt, Judy Shelton, Darius Dale & others

  • Wealth Disparity: The podcast discusses the accelerating wealth gap in the U.S., highlighting how the top 1% have seen their wealth skyrocket compared to the bottom 90%, which poses significant societal challenges.
  • Market Dynamics: The conversation touches on the concept of a K-shaped recovery and the potential shift towards an “I-shaped” economy, where wealth and advantages are concentrated among a small elite, leaving the majority behind.
  • Investment Strategies: Emphasis is placed on the importance of converting labor income into capital investments to benefit from compounding and protect against inflation, especially in an economy favoring capital over labor.
  • Economic Outlook: The podcast anticipates a potential market correction and recession, which could narrow the wealth gap temporarily but may also negatively impact the broader economy and employment.
  • Housing Market Trends: Discussion includes the current state of the housing market, noting that new homes are becoming cheaper than existing ones due to builders offering concessions, indicating a potential correction in housing prices.
  • Financial Planning: Listeners are encouraged to engage in proactive financial planning, potentially with the help of financial advisers, to navigate the current economic environment and prepare for future uncertainties.
  • Long-term Societal Implications: The podcast explores the possibility of societal unrest if the wealth divide continues to grow, suggesting that significant changes may occur in the next few years as part of a “fourth turning.”
  • Conference Announcement: The Thoughtful Money fall online conference is announced, featuring prominent speakers like Lacy Hunt and Judy Shelton, offering insights into macroeconomic and market trends.

How to Read an MRE and Avoid Costly Mistakes by Neil Ringdahl

  • Mining Economics: Neil Ringdahl discusses the importance of understanding mining economics, specifically how to recognize a good ore body in a Mineral Resource Estimate (MRE) or Preliminary Economic Assessment (PEA) to avoid investing in projects that are unlikely to become operational mines.
  • Resource Reporting Standards: The podcast highlights the role of standardized reports like JORC or NI 43-101 in providing a framework for comparing different mining projects, though each project has unique challenges and opportunities.
  • Feasibility of MREs: While MREs are designed to report economically viable resources, only a small percentage of these estimates result in actual mines due to various factors such as permitting, feasibility, and external influences like political or social issues.
  • Investment Timing: The discussion touches on the strategic timing of issuing an MRE, which should ideally be based on sufficient drilling data and independent verification, rather than solely on market cycles or promotional opportunities.
  • Project Evaluation: Investors are advised to look at factors such as grade, tonnage, and potential risks like water availability when evaluating mining projects, using tools like desktop studies and scenario analysis to assess potential economic value.
  • Metallurgy and Recovery: Understanding the metallurgy of a deposit is crucial, as it affects the recoverability of metals and the economic viability of a project, with potential red flags including refractory ores and complex mineralization.
  • Manipulation Tactics: The podcast warns of potential manipulation in drill results and resource estimates, such as optimistic cutoff grades and misleading presentation of data, emphasizing the importance of independent verification and thorough due diligence.
  • Risk Management: Ringdahl stresses the importance of applying economic analysis to minimize investment risks, especially in high-risk junior exploration companies, by focusing on the economic potential and realistic assessments of mining projects.

A Mining Bull Market Won’t Save You, But Nicole Adshead-Bell's Rules Might

  • Investment Strategy: Dr. Nicole Adshead-Bell emphasizes the importance of evaluating the quality of management teams in junior mining companies, noting that a strong team can extract value from mediocre projects, while a poor team can destroy value in good projects.
  • Market Dynamics: The podcast discusses the cyclical nature of the mining sector, highlighting that generalist investors often enter the market during bull runs, leading to inflated valuations and eventual corrections.
  • Jurisdictional Risk: Adshead-Bell argues that perceived risks in certain jurisdictions, like Brazil, may be overstated compared to regions like Queensland, Australia, where regulatory changes can occur more swiftly.
  • Capital Management: The conversation highlights the necessity for junior mining companies to strategically manage their capital, avoiding frequent, small financings that can lead to shareholder dilution.
  • Board Dynamics: The podcast discusses the importance of having diverse and independent boards that are not overly reliant on director fees, which can compromise their decision-making independence.
  • Market Sentiment: Adshead-Bell notes that during bull markets, investors often overlook risks, leading to a focus on high-risk, high-reward investments, which can outperform but also crash hard.
  • Long-term Industry Challenges: The discussion touches on the need for sustained investment in geological research and development to ensure long-term success and supply in the mining industry.
  • Personal Investment Insights: Adshead-Bell shares her personal investment approach, emphasizing the importance of selling at the right time and not getting too attached to any single investment.

New Copper-Gold Explorer in Quebec | Kintavar Exploration CEO Interview

  • Market Insight: The podcast discusses Kintavar Exploration’s recent restructuring and strategic pivot towards a Volcanogenic Massive Sulfide (VMS) model, focusing on copper, zinc, gold, and potentially silver in Quebec’s Shabbug district.
  • Company Strategy: Kintavar’s acquisition of the Roger Copper Gold project and appointment of Peter Cash as CEO marks a significant shift from an intrusive model to a VMS project, aiming to leverage in-hole geophysics to identify massive sulfide targets.
  • Investment Considerations: The podcast emphasizes the speculative nature of mining investments, highlighting the inherent risks and potential conflicts of interest due to the interviewer’s personal connections and financial interests in the company.
  • Financial Overview: Kintavar is listed on the TSX Ventures Exchange with a market cap of 14.5 million CAD, and the stock is currently trading above its 50 and 200-day moving averages, reflecting recent positive momentum.
  • Operational Goals: The CEO outlines objectives for the next 12 months, including completing geophysical surveys, drilling to confirm the VMS model, and potentially expanding the property footprint based on exploration success.
  • Challenges and Risks: The podcast discusses potential financial challenges and the importance of securing investor support, as well as the technical complexities of the project’s geology and the need for detailed geochemical analysis.
  • Future Prospects: Kintavar aims to position itself for a potential regional play in the VMS space, with the possibility of attracting interest from mid-tier companies or larger players like Glencore, given the strategic location and infrastructure advantages.

I Asked 15 Mining CEOs How Not to Waste Shareholder Capital

  • Capital Efficiency: The podcast emphasizes the importance of spending shareholder capital efficiently during bull markets, particularly in the mining sector, where inefficiencies can easily arise.
  • Drilling Focus: Many CEOs, like those from Relevant Gold Corp and Maple Gold Mines, stress that the majority of capital should be directed towards drilling, as it is crucial for resource expansion and value creation.
  • Team and Talent: Investing in building and retaining a strong team is highlighted as a key strategy, with companies like Riverside Resources focusing on leveraging skilled personnel to maximize project potential.
  • Marketing and Visibility: While some companies plan to increase marketing spend to stand out in a crowded market, others, like American Eagle Gold Corp, prefer organic growth and strategic communication to attract investor attention.
  • Strategic Partnerships: Companies like Awali Resources and EMX Royalty discuss the role of strategic partnerships and joint ventures in enhancing project development and securing additional funding.
  • Government and Community Relations: Maintaining good relationships with government and local communities is crucial, as seen with companies operating in jurisdictions like Kazakhstan and Côte d’Ivoire, where regulatory support can significantly impact project success.
  • Financial Health: Many companies, such as Kutney Silver and Aerys Minerals, report strong cash positions, allowing them to fund ongoing exploration and development without immediate need for additional capital raises.
  • Market Timing: The podcast underscores the importance of timing in capital raises, with companies like Meadows discussing the strategic decision-making involved in raising funds during favorable market conditions.

New Gold Mine in Mongolia | Erdene Resource Development CEO Interview

  • Company Overview: Erdene Resource Development, listed as ERD on the TSX, focuses on gold mining in Mongolia, specifically the Bayan Khundii project, with a market cap of under 500 million CAD and significant insider and institutional ownership.
  • Share Structure: The company recently underwent a 6-for-1 share consolidation, resulting in 61 million shares outstanding and a potential 8% dilution if all options and DSUs are exercised.
  • Financial Position: As of June 30, 2025, Erdene had 6.5 million CAD in current assets and 31 million USD in undrawn liquidity, with plans to achieve commercial production by year-end.
  • Debt and Financing: The company has a total debt of approximately 160 million USD, primarily from a shareholder loan and working capital facility, with plans to repay the debt quickly using cash flow from gold production.
  • Project Details: The Bayan Khundii project aims for 87,000 ounces of gold production annually, with a 6-year reserve life and an ASIC of $940, targeting 93% recoveries from a high-grade open pit.
  • Exploration and Expansion: Erdene plans to expand resources around the Bayan Khundii pit and explore additional targets like Dark Horse and Altan Nar, leveraging higher gold prices for potential heap leach opportunities.
  • Strategic Partnership: The partnership with Mongolia Mining Corp (MMC) provides operational and construction expertise, essential for developing a multi-mine district in Mongolia.
  • Market Strategy: With a focus on maximizing shareholder value, Erdene plans to increase marketing efforts to attract institutional investors and potentially consider dividends or buybacks once debt is repaid.

Can This Historic Copper–Zinc Mine Make Money Today? | Canterra Minerals CEO Interview

  • Company Overview: Canterra Minerals, listed as CTM on the TSX Ventures Exchange, focuses on critical minerals and gold exploration in Newfoundland, Canada, with a market cap of over 51 million Canadian dollars.
  • Share Structure: The company has 344 million shares outstanding, with insiders owning about 2%, and notable investors like Michael Gentile and Eric Sprat each holding 4%.
  • Financial Position: As of March 31, 2025, Canterra had approximately $4.8 million in current assets, primarily in cash and marketable securities, with liabilities of $1.1 million, mostly non-debt related.
  • Exploration Focus: The company’s primary projects include the Buckans VMS camp and the Wilding Gold project, with recent drilling at Buckans returning promising results of 16 meters at 1.7% copper equivalent.
  • Investment Strategy: Canterra aims to expand its resource base to 40-50 million tons to attract potential suitors, focusing on high-grade discoveries rather than developing mines themselves.
  • Jurisdictional Advantage: Newfoundland is highlighted as a favorable mining jurisdiction due to its supportive local communities, straightforward permitting processes, and existing infrastructure.
  • Risks and Challenges: The company faces exploration risk, with a focus on making new discoveries to enhance its resource base, while managing potential shareholder dilution and financial constraints.
  • Market Position: Canterra is positioned as an exploration company with potential for significant discoveries, leveraging its strategic land position and technical expertise to attract investment and partnerships.

Rick Rule’s Silver Stocks (+ a Surprising Opinion)

  • Silver Market Dynamics: Rick Rule discusses the shift in sentiment towards silver, noting it has moved from being “hated” to “unhated,” and emphasizes the importance of taking profits when speculative positions have significantly appreciated.
  • Investment Strategy: Rule highlights his disciplined approach to speculation, focusing on taking profits when the market capitalization of a company reaches the expected value before the underlying questions are answered.
  • Company Insights: He mentions maintaining positions in hybrid silver companies like Pan-American Silver and Wheaton Precious Metals, while being a seller of speculative silver exploration stocks.
  • Market Trends: Rule observes a potential leadership change from gold to silver in the market and predicts a hot month for speculation, using this as an opportunity to reduce speculative positions.
  • Nickel and Rare Earths: He expresses interest in nickel and rare earths, particularly in jurisdictions outside of China, due to expected cost increases in production and environmental concerns.
  • Platinum and Palladium: Rule sees potential in platinum and palladium due to their price inelasticity and the geopolitical risks associated with their primary production regions, Russia and South Africa.
  • Oil and Gas Sector: He anticipates elevating several oil and gas stocks in his rankings, citing the market’s current negative sentiment towards the sector as a potential opportunity.
  • Banking and Education Initiatives: Rule announces the launch of Battle Bank, offering unique financial services, and promotes educational boot camps on gold investing through his Rule Classroom platform.

Looking for a Giant Copper Deposit in Peru | Coppernico Metals CEO Interview

  • Investment Focus: The podcast centers on Coppernico Metals’ exploration for copper deposits in Peru, particularly the Sombrero project, which is seen as analogous to the Las Bombas mine.
  • Company Structure: Coppernico Metals is listed on the TSX with a market cap of just under CAD 35 million, and has significant institutional ownership, including stakes by Tech and Newmont.
  • Financial Overview: The company has CAD 6 million in current assets and no long-term debt, but faces potential dilution due to warrants and options.
  • Exploration Strategy: The company has completed 8,200 meters of drilling in 20 holes at the Sombrero project, with plans to expand drilling permits and potentially explore additional jurisdictions to mitigate seasonal exploration challenges.
  • Management Insight: CEO Ivan Bebek emphasizes his long-term commitment and financial investment in the company, highlighting his past successes and focus on large-scale discoveries.
  • Community and Permitting: Coppernico has invested in community relations and infrastructure in Peru, which are crucial for obtaining necessary permits for further exploration.
  • Market Conditions: The podcast discusses the favorable market conditions for copper and gold, driven by technological demand and declining grades, positioning Coppernico for potential future success.
  • Risks and Challenges: The primary risks include permitting delays and geopolitical factors in Peru, which the company aims to mitigate through strategic asset acquisition and community engagement.

Sprott Money Manager: Why Mining Investors Fail & What Works

  • Investment Strategy: Steve Todorok emphasizes a strategy focused on early-stage exploration, aiming to invest when promising discoveries are made and exit before market valuations become unsustainable.
  • Track Record: Todorok has been employing his investment strategy since 1987, with a history of successful investments in new discovery plays, although he does not track specific performance metrics like CAGR.
  • Discovery Investment: He highlights the importance of identifying significant discoveries early, even if it means paying a premium, as these can lead to substantial returns, citing examples like Aurelion and Felo Corp.
  • Portfolio Management: Todorok suggests maintaining a concentrated portfolio of around 10 companies, focusing on those with strong potential discoveries and solid management teams, rather than diversifying excessively.
  • Geological Expertise: He stresses the advantage of having geological expertise in evaluating mining investments, noting that understanding drill results and geological reports is crucial for identifying promising opportunities.
  • Market Dynamics: Todorok advises being patient and waiting for significant discoveries, as these can occur infrequently, and emphasizes the importance of monitoring market conditions and company developments closely.
  • Risk Management: He warns against investing in early-stage companies with little proven potential and highlights the importance of jurisdictional risk, advising caution in politically unstable regions.
  • Management Evaluation: A strong management team with a track record of success is vital, and Todorok suggests looking for companies that strengthen their teams as discoveries progress to ensure successful project development.

A New Royalty Company & Tether's $100M Gold Bet | EMX & Elemental Altus CEO Interview

  • Merger Announcement: EMX Royalty Corporation and Elemental Altus Royalties are merging, with Elemental acquiring all EMX shares, resulting in a 51/49 ownership split. The new entity will be named Elemental Royalty Corp.
  • Financing Details: Tether, a private stablecoin company, is financing the merger by purchasing 75 million shares of Elemental Altus at $18 per share, totaling approximately $140 million CAD.
  • Portfolio Expansion: The merged company is expected to hold 200 royalties, with 16 currently producing, and aims for $80 million in revenue by 2026, primarily from precious metals.
  • Strategic Rationale: The merger is seen as a strategic move to increase net asset value (NAV) and market positioning, with a focus on discovery and production optionality through a larger, diversified portfolio.
  • Market Position: The combined entity is positioned to become a mid-tier royalty company with increased liquidity and potential for index inclusion, enhancing its attractiveness to investors.
  • Operational Synergies: The merger will leverage the technical expertise and royalty generation capabilities of both companies, aiming for efficient capital allocation and increased deal flow.
  • Commodity Focus: The portfolio will maintain a focus on precious and base metals, particularly gold and copper, while exploring opportunities in other minerals like tungsten.
  • Risk Management: The company acknowledges risks such as commodity price fluctuations and operational challenges but emphasizes its diversified portfolio as a buffer against potential setbacks.

Agnico Eagle: The Most Successful Gold Company in the World | Sean Boyd and Jimmy Connor

  • Company Growth: Agnico Eagle has grown from one producing mine with a market cap of $200 million in 1998 to 11 mines and over $50 billion in market cap, becoming the third largest gold producer globally.
  • Business Strategy: The company focuses on building a high-quality business that withstands commodity price fluctuations without financial engineering, emphasizing quality over size.
  • Risk Management: Agnico Eagle mitigates geopolitical and financial risks by concentrating operations in stable regions and maintaining a strong focus on geological upside and in-house mine-building expertise.
  • Canadian Focus: With 75% of its gold production in Canada, Agnico Eagle continues to invest heavily in Canadian projects, leveraging its expertise and strong local partnerships.
  • Exploration and M&A: The company maintains a significant exploration budget and pursues strategic mergers and acquisitions to enhance its asset base, focusing on geological potential and strategic fit.
  • Industry Challenges: Despite a shrinking investment base in the mining sector, Agnico Eagle aims to attract generalist investors by demonstrating strong performance and disciplined capital management.
  • Long-term Vision: Agnico Eagle prioritizes building a sustainable, high-quality business with a strong culture, rather than focusing solely on becoming the largest gold producer.
  • Investment Advice: Investors are encouraged to focus on management quality and long-term strategy, as demonstrated by Agnico Eagle’s consistent performance and shareholder engagement.

Investing in Nuclear Energy & Uranium – World Nuclear Symposium 2025 – Bloor Street Capital

  • World Nuclear Symposium 2025: The symposium in London saw increased participation from 1100+ delegates across 57 countries, emphasizing the growing global interest in nuclear energy.
  • Investor Interest: There is heightened interest from both specialist and generalist investment funds in uranium and nuclear energy, viewing it as a long-term secular play.
  • Nuclear Fuel Report: The World Nuclear Association’s upcoming report highlights the need to triple uranium fuel supply by 2050 to meet global nuclear capacity goals, stressing the importance of aligning supply and demand.
  • Market Dynamics: The uranium spot market has seen a V-shaped recovery since April, with prices stabilizing and investor sentiment improving, despite previous uncertainties from geopolitical tensions and policy changes.
  • Contracting Activity: The term market has been quieter than expected, with only 45 million pounds contracted year-to-date, but there is anticipation of increased activity in the coming months.
  • Production and Supply Challenges: Companies like Kazatomprom are cautious about increasing production due to current market conditions, emphasizing the need for concrete commitments from market participants.
  • Strategic Developments: The entrance of companies like Microsoft into the nuclear sector suggests potential strategic investments akin to those seen in the lithium sector, indicating broader industry interest.
  • Future Outlook: The industry is optimistic about the role of nuclear energy in addressing global energy needs, with significant attention on new builds and technological advancements in reactor design.

Insights on Spot Uranium and Term Uranium Price | Anna Bryndza and Jimmy Connor

  • Market Outlook: The spot uranium market has seen a 10% increase in volume compared to last year, with utilities showing increased participation, indicating a healthy and supportive market environment.
  • Term Market Dynamics: The term uranium market appears anemic with 45 million pounds year-to-date, but potential utility interest could bring totals closer to last year’s figures, depending on large utility purchases.
  • Conversion Challenges: Conversion remains the weakest link in the fuel cycle, with strong long-term prices but delays in investment decisions for new capacity, highlighting concerns for utilities.
  • Enrichment Sector: The enrichment sector is rebalancing post-2022, with significant capacity expansions by key players like Orano and Urenco, while geopolitical tensions have reduced competition, creating a duopoly.
  • Geopolitical Impacts: The geopolitical landscape, particularly the alliances between Russia, China, and India, could impact the uranium supply chain, with Central Asian producers like Kazakhstan navigating complex diplomatic relationships.
  • Long-term Price Projections: Anya projects a conservative increase in long-term uranium prices to $83, emphasizing the need for a sustainable industry with stable prices, despite the potential for upward market movement.
  • Industry Warning: UXC’s editorial warns the industry not to take the uranium market for granted, highlighting uncovered demand and urging timely action on uranium coverage.

Buy the S&P Melt Up Coming | Ed Yardeni and Jimmy Connor

  • Market Outlook: Ed Yardeni maintains a bullish outlook on the S&P 500, projecting it to reach 7,000 by year-end and potentially 10,000 by 2029, driven by strong earnings and a resilient economy.
  • Economic Insights: Despite concerns over tariffs and trade wars, the U.S. economy remains robust with a GDP growth rate tracking over 3%, supported by strong productivity gains.
  • Valuation Concerns: Yardeni acknowledges that current market valuations are stretched, with the S&P 500 trading at 22 times earnings, but believes these can be sustained if economic growth continues.
  • Federal Reserve Policy: Criticism is directed at the Fed’s recent rate cuts, which Yardeni argues are unnecessary given the strong economic indicators and may fuel speculative bubbles.
  • Gold and Commodities: Yardeni is bullish on gold, forecasting it to reach $4,000 by year-end and potentially $5,000 by the end of 2026, driven by geopolitical risks and central bank purchases.
  • Geopolitical Risks: The podcast highlights geopolitical tensions, particularly involving Russia and China, as factors contributing to the attractiveness of gold as a safe-haven asset.
  • Technological Advancements: The ongoing digital and AI revolution is seen as a major structural driver of economic growth, likened to past industrial revolutions.
  • Investment Strategy: Yardeni emphasizes the importance of focusing on long-term structural trends and remaining cautious of short-term speculative bubbles, while maintaining a positive outlook on the U.S. economy and stock market.

What Gold and Silver Stocks I'm Buying | Clive Thompson and Jimmy Connor

  • Market Outlook: The podcast discusses the significant rise in gold prices, with projections suggesting it could reach $4,000, driven by uncertainty around the US dollar and increased demand for safe-haven assets.
  • Gold Investment: Gold mining stocks are highlighted as attractive investments due to reasonable price-earnings multiples and expected profit growth from rising gold prices.
  • Company Insights: Muan Inc. and Ramelius Resources are mentioned as promising gold and silver mining companies, with potential for significant growth due to strategic acquisitions and market conditions.
  • Silver Market: Silver is also experiencing a price surge, driven by industrial demand and potential strategic stockpiling by the US, with expectations of continued price increases.
  • Investment Strategies: The podcast suggests using exchange-traded funds (ETFs) like GDX for diversified exposure to gold mining stocks, reducing individual company risk.
  • AI and Investment: The discussion touches on the impact of AI on employment and investment analysis, highlighting tools like ChatGPT for evaluating gold mining companies’ future profitability.
  • Tokenization and AI: The potential of tokenizing assets like gold and silver is explored, along with the transformative impact of AI on various industries, including investment analysis.
  • Future Prospects: The conversation concludes with a bullish outlook on both gold and silver, emphasizing the potential for significant gains in the coming years due to market dynamics and technological advancements.

Bringing Long-Term Value Investing to Spanish-Speaking Communities with Kayser Pravia

  • Investment Philosophy: Kayser Pravia transitioned from day trading to a value investing approach inspired by Warren Buffett and Peter Lynch, focusing on recession-proof businesses with strong balance sheets.
  • Portfolio Strategy: Pravia runs a concentrated portfolio, emphasizing companies with net cash and potential for significant growth, aiming to outperform the S&P 500.
  • Market Focus: While Pravia primarily invests in U.S. stocks, he also explores opportunities in European and Canadian markets, avoiding Latin American stocks due to currency fluctuations.
  • Community Engagement: Through his platform, El Planeta Financier, Pravia seeks to expand financial literacy and micro-cap investing knowledge among Spanish-speaking communities worldwide.
  • Educational Impact: Pravia’s YouTube channel has grown to over 60K subscribers, offering content focused on long-term investing principles and financial education in Spanish.
  • Networking and Events: Pravia actively participates in investment conferences, such as the Planet MicroCap Showcase, to connect with other investors and management teams, enhancing his investment research process.
  • Key Takeaway: Pravia emphasizes the importance of thorough research and due diligence, advocating for low-risk, high-reward investments in undervalued companies with strong fundamentals.

Deep Value in Europe, Shareholder Activism, Stag Hunts, and Value Traps with Iggy on Investing

  • Investment Strategy: Iggy, known as Iggy on Investing, employs a disciplined deep value strategy inspired by Buffett and Graham, focusing on small, illiquid companies trading at substantial discounts to book value, particularly in overlooked European markets.
  • Market Insights: The podcast discusses the inefficiencies in European markets, where Iggy finds opportunities in companies with strong ROIC and catalysts, emphasizing the importance of staying within one’s circle of competence and scrutinizing corporate governance.
  • Shareholder Activism: Iggy shares his experience with shareholder activism in a “stag hunt” scenario, highlighting the challenges and strategies involved in coordinating minority shareholders to block unfavorable corporate actions.
  • Company Analysis: The discussion includes specific examples of companies like Anexo PLC and Card Factory, illustrating the complexities and potential of deep value investing in European stocks.
  • Community Building: Iggy is actively building an investor community in Europe, hosting events like the Benelux investor meetup to foster networking and idea exchange among value investors.
  • Key Takeaways: The podcast emphasizes the importance of thorough research, patience, and the willingness to learn from experiences in the pursuit of successful deep value investing.

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: