Brandon Beylo
Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
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One of the best ways to learn about the Copper Industry is by studying the Top 10 Global Producers. I read each of the Top 10 #Copper Producer Q2 2023 reports so you don't have to...
Bruce Greenwald invited Li Lu to speak to his class on value investing. The result is a 90 minute masterclass on how to be a value investor. If you haven't watched the video, d...
Goehring & Rozencwajg Investor Letters are a MUST-READ for any Natural Resource Investor. They cover everything from oil to natural gas, base and precious metals, and agriculture...
One of the best ways to learn about the Copper Industry is by studying the Top 10 Global Producers. I read each of the Top 10 #Copper Producer quarterly reports so you don't have...
Fraser Institute released its "2022 Survey of Mining Companies" The survey tracks global Investment Attractiveness based on: • Geology • Political Climate • Public policy • Taxat...
The "Electrification of Everything" is here and it's driving the next Metals & Mining Supercycle. Most of that Electrification growth will come from EVs. This week, I read the IE...
We're in the early innings of a metals and mining super cycle. It's important to develop the analysis/valuation tools now to capture tomorrow's opportunities. Here's a thread on...
The "Green Transition" is here. And it's one the most bullish events in metals and mining's history. This month, the OECD released a paper on "Raw Materials Critical For The Gr...
"Successful people find value in unexpected places." Zero to One is a masterclass on competition, startups, and building the future. The book is valuable for all investors, from...
Hidden Champions is the best business book you haven't read. It dissects the lessons from 500 of the world's best yet unknown companies. These quiet businesses dominate their ind...
Copper is one of the most exciting metals to study. We're obsessed with "Electrifying" the world. But we have completely ignored the MASSIVE metals supply/demand imbalance. This...
The End of Accounting belongs on the shelf of every serious investor. Usefulness of financial information in investor's decisions is at an all-time low. This book discusses:...