Traded around some positions. Went bottom fishing.
Taking a look at recent news from from Sailfish Royalty and Electric Royalties. The opportunity set awaiting Peter Marrone.
My public watchlist and trades thus far; Appreciating late-career Muhammad Ali
A little late. A little short. But you get what you pay for and there was playoff football to watch.
Collecting my private comments on why I wouldn't buy because I must like the abuse.
Mining in Sinaloa; Bear Creek is probably screwed; A telegraphed 20% dividend?
When you can compare your 2022 returns to the Vancouver Canucks, that's not good
An Omnibus post-mortem on the positions I mentioned on Twitter
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Consolidated Rock