Sector
Energy
Oil, gas, and renewable energy production and distribution.
Denison Mines
My bet for the last uranium bull market
He said, she said (Weekly Summary 26/04/2025)
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Warrior Met Coal
Growth at >50% IRR
Warrior Met Coal
Crecimiento a IRR < 50%
19 April 2025
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2025 – Week 14
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Dynacor Group
Transforming gold
Liberation day (Weekly summary 29/03/2025)
Our prediction, shared at the beginning of the year in the positioning and ideas for 2025 article, is starting to materialize.
29 March 2025
After starting the year focused on updating previously published investment articles (this week we’ve released the one on Sylvania Platinum, and the rest are on the way), we’re now also returning with new investment ideas starting Monday.
The FED must cut (Weekly summary 22/03/2025)
This week has been very active in terms of video content creation. I took part in an episode of Rompiendo el Mercado alongside Edgar and, most notably, conducted an interview with the CEO of Dynacor, one of our core positions.
22 March 2025
The model portfolio's return is -0.82% YTD compared to -3.48% for the S&P500, and +67.02% versus +43.03% for the S&P500 since inception (September 2022).
La FED debe recortar (22/03/2025)
Esta semana ha sido muy activa en la creación de vídeos, habiendo participado en un episodio de Rompiendo el Mercado junto a Edgar y, especialmente destacable, realizando una entrevista al CEO de Dynacor, una de nuestras principales posiciones.
