Business Breakdowns
Update with Golconda Gold (GG.V/GGGOF): Disciplined Gold Producer
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
May 3, 2026 · 2 min read min
You can listen/watch this conversation on Spotify, Apple Podcast, and YouTube.
The ultimate edge is still simply being present with management in varying ways that most other investors aren’t doing.
As you gain more self-confidence you realize the more defending you do the more you anchor yourself to yesterday’s conviction.
Where the best in microcap gather, connect and grow.
The transition from analyst to investor is found by developing your skillset beyond finding great ideas to executing on great ideas
With every successful stock picker, you can find someone on the exact opposite side of the spectrum doing it at a GOAT level of competence and performance.