Consolidated Rock
Subscribe
Sign in
Home
Archive
About
New
January Trade Report and Watchlist
Traded around some positions. Went bottom fishing.
Feb 5
•
Sultan Ameerali
Share this post
January Trade Report and Watchlist
consolidatedrock.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Sultan Ameerali
2
Share this post
Notebook: Adventures in Capital Allocation
consolidatedrock.substack.com
Copy link
Facebook
Email
Notes
Other
Watchlist and Trades
My public watchlist and trades thus far; Appreciating late-career Muhammad Ali
Jan 18
•
Sultan Ameerali
1
Share this post
Watchlist and Trades
consolidatedrock.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Sultan Ameerali
Share this post
Notebook: Everyone hates Peter Zeihan
consolidatedrock.substack.com
Copy link
Facebook
Email
Notes
Other
More Oroco
Collecting my private comments on why I wouldn't buy because I must like the abuse.
Jan 11
•
Sultan Ameerali
2
3
Share this post
More Oroco
consolidatedrock.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Sultan Ameerali
4
2
Share this post
Weekend Mining Notebook: There are better copper options than Oroco Resource Corp.
consolidatedrock.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Sultan Ameerali
3
3
Share this post
2022 Portfolio review: A tribute to the Chaos Giraffe
consolidatedrock.substack.com
Copy link
Facebook
Email
Notes
Other
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
•
Sultan Ameerali
4
2
Share this post
A 2022 Metals and Mining Year in Review with some brutal intellectual honesty
consolidatedrock.substack.com
Copy link
Facebook
Email
Notes
Other
February 2022
I'm back
I'm back after a long absence
Feb 2, 2022
•
Sultan Ameerali
Share this post
I'm back
consolidatedrock.substack.com
Copy link
Facebook
Email
Notes
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts