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Monday Morning Notebook
Random thoughts and portfolio update
Feb 5
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Sultan Ameerali
4
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Monday Morning Notebook
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January 2024
2023 Portfolio Review
Let's see how I did last year
Jan 7
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Sultan Ameerali
5
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2023 Portfolio Review
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November 2023
Old warriors
The difference between going into battle to wage a war, and going into battle to win a war
Nov 12, 2023
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Sultan Ameerali
1
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Old warriors
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August 2023
Interview: Mining Stock Education
Welcome to the 250+ subscribers I picked up after my chat with Bill Powers
Aug 7, 2023
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Sultan Ameerali
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Interview: Mining Stock Education
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February 2023
January Trade Report and Watchlist
Traded around some positions. Went bottom fishing.
Feb 5, 2023
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Sultan Ameerali
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January Trade Report and Watchlist
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January 2023
Notebook: Adventures in Capital Allocation
Taking a look at recent news from from Sailfish Royalty and Electric Royalties. The opportunity set awaiting Peter Marrone.
Jan 23, 2023
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Sultan Ameerali
2
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Notebook: Adventures in Capital Allocation
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Watchlist and Trades
My public watchlist and trades thus far; Appreciating late-career Muhammad Ali
Jan 18, 2023
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Sultan Ameerali
1
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Watchlist and Trades
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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.
Jan 16, 2023
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Sultan Ameerali
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Notebook: Everyone hates Peter Zeihan
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More Oroco
Collecting my private comments on why I wouldn't buy because I must like the abuse.
Jan 11, 2023
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Sultan Ameerali
2
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More Oroco
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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?
Jan 8, 2023
•
Sultan Ameerali
5
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Weekend Mining Notebook: There are better copper options than Oroco Resource Corp.
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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
Jan 5, 2023
•
Sultan Ameerali
4
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2022 Portfolio review: A tribute to the Chaos Giraffe
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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
Jan 3, 2023
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Sultan Ameerali
4
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A 2022 Metals and Mining Year in Review with some brutal intellectual honesty
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