TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
Manage episode 349884739 series 1394353
IN THIS EPISODE, YOU’LL LEARN:
- 01:34 - How to apply probabilistic thinking when approaching investing.
- 14:26 - Will’s structure for the “perfect portfolio”.
- 32:29 - Why Uranium hasn’t performed as most hoped for in 2022.
- 40:11 - How the sustainable energy supply chain is struggling to achieve healthy margins.
- 54:58 - Assessing different types of risk including political risk.
- 1:00:04 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today.
- And much, much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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