I’m a PRIVATE INVESTOR, enjoying early retirement after a long, successful, and fulfilling career as an investment professional with a focus on the resource sector (including oil and gas). I employ common sense, fundamental, bottom-up analysis that incorporates not limited to: currency exchange rates, cost of labor, raw materials cost, geology, metallurgy, cost of capital, infrastructure, micro/macro influencing factors, experience of management, capital discipline by management, etc, etc… Research, research, research. I run a highly concentrated and focused portfolio.
The Math never lies
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Mike May
Maurice Jackson
Crux Investor
Kerry Lutz
Rob Tyson
KE Report
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CRUX Investor
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Vox Markets Podcast
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Matteo Pauselli
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Spotlight Mining
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The Northern Miner
OCBC Treasury Research and Strategy - Podcast
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David Nishimoto
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