Are Real & Hard Assets Better? | Energy, Metals and Mines w/ Will Thomson (TIP504)
发布时间 2022-12-15 23:45:01 来源
摘要
My guest today is Will Thomson. Will is the Founder and Managing Partner as Massif Capital. Will specializes in investing in miners of energy, materials and heavy industrials, so I wanted to get his take on investing in real and hard assets in the current climate.
Will came highly recommended to us by a couple of previous TIP guests and we are very excited to share this deep dive into multiple areas of interest. So without further ado, I hope you enjoy my conversation with Will Thomson.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:00 - How to apply probabilistic thinking when approaching investing
00:14:47 - Will’s structure for the “perfect portfolio”
00:29:33 - Why Uranium hasn’t performed as most hoped for in 2022
00:38:13 - How the sustainable energy supply chain is struggling to achieve healthy margins
00:49:47 - Assessing different types of risk including political risk
01:00:29 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today
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🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/opportunities-in-energy-metals-and-mines-w-will-thomson/
💡 OTHER RESOURCES
- Connect w/ Will: https://twitter.com/wmthomson22
- Visit Massif Capital: https://www.massifcap.com/
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF
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WHO I AM:
I’m Trey Lockerbie and host of We Study Billionaires🎙. I used to study options trading but pivoted to value investing 💵 after a life-altering dinner with Warren Buffet. Back in the day I was traveling around the world as a musician, but I’ve now settled in Los Angeles with my wife and two children. Together with my wife I started Better Booch 🥃 - a nationally distributed Kombucha company.
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