Sector
Mining and Metals
Extraction of industrial and precious minerals and metals.
19 April 2025
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10 April 2025
The model portfolio's return is -17.11% YTD compared to -10.22% for the S&P500, and +38.91% versus +29.81% for the S&P500 since inception (September 2022)
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.
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).
Sylvania Platinum
Note: this article was updated on March 24, 2025. The original release was on July 30, 2024, when the stock was trading at 56p/share. Introducción y modelo de negocio Sylvania Platinum is a producer of platinum group metals (PGMs), with a focus on platinum, palladium, and rhodium. Specifically, Sylvania produces these elements by processing tailings from […]
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.
22 Marzo 2025
La rentabilidad de la cartera modelo es de -0.82% YTD vs -3.48% para el S&P500 y del +67.02% vs +43.03% para el S&P500 desde inicio (septiembre 2022).
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.
