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Q4 2023 Conference Call
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The Nifty Seven (Jan 2024)
“The only thing we know about the future is that it is going to be different.” Dr. Peter Ferdinand Drucker […]
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Money (Dec 2023)
The marketplace believes, almost unanimously, that economic weakness causes less inflation. We believe this tenet to be way off base, […]
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Bloomberg Markets | Deputy CIO Alissa Corcoran on Top Investment Ideas for 2024 | December 4, 2023
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Uranium 2023: Revenge of the Nerds (Dec 2023)
As value investors, we frequently find ourselves investing in companies and industries that are out of favor with the mainstream […]
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Wealthion | CIO Dave Iben on Inflation and Opportunities in Mining Stocks | November 10, 2023
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Q3 2023 Conference Call
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Super Terrific Happy Hour with Stephanie Pomboy and Grant Williams | CIO Dave Iben on Investment Opportunities in Inflation | October 8, 2023
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MarketWatch | Analyst Taylor McKenna on Silver’s Investment Appeal | September 13, 2023
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Q2 2023 Conference Call
