Education
When Should You Average Down?
Averaging down is a skill. Done well it can be your greatest asset. Done poorly it can mean disaster.
Dec 5, 2023 · 4 min read min
Education
How Much Are You Hurting Your Returns?
Nicolai Tangen is the CEO of Norges Bank Investment Management, Norway's $1.4 trillion sovereign wealth fund.
Nov 28, 2023 · 3 min read min
Business Breakdowns
Idaho Strategic Resources (IDR): Gold Production + The Largest Rare Earth Element Land Package in the United States
Idaho Strategic Resources (IDR) is an Idaho based gold producer which also owns the largest Rare Earth Elements land package in the United States.
Nov 24, 2023 · 2 min read min
Presentation
Could Your Small Business be the Next Multi-Bagger Stock?
Most of the multi-baggers that occur in the public markets are small businesses that look a lot like yours.
Nov 21, 2023 · 1 min read min
Education
Dilution
Dilution is the subtle erosion of ownership. This hidden, persistent addition of new supply of shares leaves shareholders with less and less of the company’s value. Dilution, like inflation, is a silent killer of returns.
Nov 15, 2023 · 5 min read min
Presentation
Multi-Bagger First Principles
I gave this keynote presentation at the SmallCap Discoveries Conference on October 11th, 2023.
Nov 6, 2023 · 1 min read min