TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson

  • Thread starter We Study Billionaires - The Investor’s Podcast
  • Start date
W

We Study Billionaires - The Investor’s Podcast

Guest
IN THIS EPISODE, YOU’LL LEARN:

  • 01:34 - How to apply probabilistic thinking when approaching investing.
  • 14:26 - Will’s structure for the “perfect portfolio”.
  • 32:29 - Why Uranium hasn’t performed as most hoped for in 2022.
  • 40:11 - How the sustainable energy supply chain is struggling to achieve healthy margins.
  • 54:58 - Assessing different types of risk including political risk.
  • 1:00:04 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today.
  • And much, much more!



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.



BOOKS AND RESOURCES




NEW TO THE SHOW?




SPONSORS

Support our free podcast by supporting our sponsors:




HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm


Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Continue reading...
 

Similar threads

W
Replies
0
Views
9
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
10
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
10
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
7
We Study Billionaires - The Investor’s Podcast
W
W
Replies
0
Views
9
We Study Billionaires - The Investor’s Podcast
W
Back
Top