Six Opinions, Five Geologists

Six Opinions, Five Geologists

‏التالي

Weekly Wrap + The Canyon Conspiracy

We spent the week pulling apart Canyon Resources, and what came out is the sort of story that should worry anyone who has ever held a minority stake in a single asset developer. A billion tonne bauxite project in Cameroon, a fully funded announcement, and then $170m of equity at ...  عرض المزيد

Everything in Resources Is Cheap (Rob Mullin)

Rob Mullin returns, a year on from his last visit. The founder and CIO of Marathon Resource Advisors in San Francisco has been investing in natural resources since the early 1990s, running a long short book built around cash flow and dividends rather than stories.We check in on t ...  عرض المزيد

‏حلقات موصى بها

Nvidia's record loss, are hedged ETFs worth it, Australia's shocking savings rate & Pimp my Portfolio
Equity Mates Investing Podcast

Australia's latest economic data was released last week, and while our GDP grew 0.2% there were plenty of reasons to be concerned. We dig into the data in today's episode.


We also cover the news of the day, including:

<ul><li>Nvidia just experienced the largest o ...  عرض المزيد

Having enough for retirement, mixed inflation news & the power of Renaissance Technologies
Equity Mates Investing Podcast

A jam-packed episode of Equity Mates as we catch up on the news, discuss anxiety around superannuation and having enough for retirement and discuss what we've learned about investing legend Jim Simons and Renaissance Technologies


—------


Have an investing q ...

  عرض المزيد

Two massive Australian mergers | Roblox & Tencent updates
Equity Mates Investing Podcast

We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previou ...

  عرض المزيد

What's Making Headlines – broker market share hits record high
The Adviser Podcast Network

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join commercial content writer Ben Squires and senior journalist Will Paige as they review the news ...

  عرض المزيد