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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Kyler Hasson - Playing His Game
Chris Bloomstran - Taking Principled Stances
Margot Edelman - Trust This!
Stinson Dean - Talking Lumber
Meb Faber - Quant Savant
Kyla Scanlon - A Finfluential Conversation
J Mintzmyer - Shipping Extraordinaire
Rui Ma - Talking China
Logan Mohtashami - Bear Crusher
Seth Porges - Director: Class Action Park
Thomas Braziel - An Esoteric Episode
Jake Taylor - From First Principles
Jim O'Shaughnessy - Man, Myth, Legend
Outro - Season 1
Rick Van Nostrand, CFA - Consistently Hunting For Real Value
Jason Buck - Survive Like A Cockroach
Jason Wild - From $80k to $1.7Bn
Arnold Van Den Berg - A Must Listen Life, and Investing, Discussion
David Barr - From Venture Capital to The Venture Exchange
Francisco Olivera and Alex Morris - The Squad
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