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G&R Q424 analysis
In this deep dive, we will analyze the Q424 commentary from Goehring & Rozencwajg, an American investment firm specialized in commodities, which always provides a very interesting and groundbreaking perspective.
The dollar smile (08/03/2025)
Yesterday, we published the third and final installment of our Q4 earnings review for the companies in our watchlist, covering $ICL, $GLNG, and $VET.TO. The remaining companies that have yet to be discussed will be covered in detail in our weekly reports and on Discord.
08 March 2025
The model portfolio's return is -3.47% YTD compared to -1.89% for the S&P500, and +65.23% versus +43.74% for the S&P500 since inception (September 2022).
Q424 Earnings review, part IIl
This delivery is the third and final installment of the fourth-quarter earnings commentary for 2024 for the companies under our watch or model portfolio. These presentations tend to be highly positive events for our portfolio, as they showcase to the market the strong cash-generating capacity of our holdings and are often accompanied by generous shareholder returns.
01 March 2025
The model portfolio's return is +0.9% YTD compared to +1.44% for the S&P500, and +68.19% versus +45.22% for the S&P500 since inception (September 2022).
Q424 Earnings review, part II
This delivery is the second installment of the fourth-quarter earnings commentary for 2024 for the companies under our watch or model portfolio. These presentations tend to be highly positive events for our portfolio, as they showcase to the market the strong cash-generating capacity of our holdings and are often accompanied by generous shareholder returns.
The dragon awakens (Weekly summary 22/02/2025)
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22 February 2025
The model portfolio's return is +2.7% YTD compared to +2.36% for the S&P500, and +69.4% versus +45.63% for the S&P500 since inception (September 2022).
Q424 Earnings review, part I
This delivery is the first installment of the fourth-quarter earnings commentary for 2024 for the companies under our watch or model portfolio. These presentations tend to be highly positive events for our portfolio, as they showcase to the market the strong cash-generating capacity of our holdings and are often accompanied by generous shareholder returns.
Peace talks (Weekly Summary 15/02/2025)
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15 February 2025
The model portfolio's return is +2.52% YTD compared to +4.11% for the S&P500, and +69.29% versus +46.42% for the S&P500 since inception (September 2022)
Hoarding gold (08 February 2025)
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