Consolidated Rock

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January Trade Report and Watchlist
Traded around some positions. Went bottom fishing.
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Notebook: Adventures in Capital Allocation
Taking a look at recent news from from Sailfish Royalty and Electric Royalties. The opportunity set awaiting Peter Marrone.
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Watchlist and Trades
My public watchlist and trades thus far; Appreciating late-career Muhammad Ali
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Notebook: Everyone hates Peter Zeihan
A little late. A little short. But you get what you pay for and there was playoff football to watch.
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More Oroco
Collecting my private comments on why I wouldn't buy because I must like the abuse.
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Weekend Mining Notebook: There are better copper options than Oroco Resource Corp.
Mining in Sinaloa; Bear Creek is probably screwed; A telegraphed 20% dividend?
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2022 Portfolio review: A tribute to the Chaos Giraffe
When you can compare your 2022 returns to the Vancouver Canucks, that's not good
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A 2022 Metals and Mining Year in Review with some brutal intellectual honesty
An Omnibus post-mortem on the positions I mentioned on Twitter
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Consolidated Rock
Consolidated Rock
A Substack about investing in commodities and other indignities that cross the mind of Sultan Ameerali. Sultan is a former business journalist turned investor.

Consolidated Rock

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