Consolidated Rock

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Monday Morning Notebook
Random thoughts and portfolio update
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2
2023 Portfolio Review
Let's see how I did last year
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Old warriors
The difference between going into battle to wage a war, and going into battle to win a war
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Sultan Ameerali
Interview: Mining Stock Education
Welcome to the 250+ subscribers I picked up after my chat with Bill Powers
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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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Sultan Ameerali
Watchlist and Trades
My public watchlist and trades thus far; Appreciating late-career Muhammad Ali
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Sultan Ameerali
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.
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