Will Thomson of Massif Capital returns for his annual appearance. In this episode he teaches about the lithium and copper markets. The end of the episode is more general and worth hanging around for.
You can find Massif Cap's letters here. The Q4 letter discusses lithium on Page 7. Whole letter is worth a read.
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Jeremy Raper Returns
Keith Smith - Looking At Unique Ideas
Ryan O'Connor
Aaron Edelheit and Stuart Loren - Never Again
Peter Mantas - The Potential Opportunity in Life Sciences
Andrew Walker - Yet Another Value Discussion!
Charles Frischer and Asheef Lalani - Fairfax Is A "Fat Pitch"
Arvind Sanger - The Sustainable Energy Transition
Derek Pilecki - A Financials Specialist
Value Stock Geek - Geeking on Value
Ian Bezek - Emerging Value
Braden Dennis - Building Stratosphere.io
Meb Faber Returns!
Dave Waters - Searching Nooks and Crannies
Josh Clarkson - Alternative Credit
Kristof Gliech - Choosing Managers
Mario Cibelli - Seeing Value in SMID
Dr. Luke Benoit - Grip It and Ryp It
Mathew Passy - THE Podcast Consultant
Ian Cassel - A Micro Perspective
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