My public watchlist and trades thus far.
My three favourite Ali fights
Muhammad Ali would have turned 81 this week. That’s a good excuse to watch my three favourite Ali fights.
Everyone hates Peter Zeihan
Nobody should be taking anything they hear on a Joe Rogan podcast too seriously. That said, Zeihan seems to have gotten the important stuff right.
Royalty Report: Check the OR
I really wanted to like CEO Sandeep Singh and his plan to close the valuation gap with Franco, Royal Gold and Wheaton by buying back shares and streamlining assets.
Privatization Situation: Canaccord
Sacha at Divestor breaks down the Canaccord privatization proposal by management, including a detailed look at the balance sheet and where the value may be hiding
More Oroco
Collecting my private comments on why I wouldn’t buy because I must like the abuse.