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“We are great believers in the idea of having audacious goals, breaking out and doing something out of the ordinary," says Richard. "It's helped us turn what most people consider a mere profession into a vocation and, beyond that, an art, where we frequently put ourselves in

This is the Macro equivalent of “Community Adjusted EBITDA.”

Great Podcast with John Swallow, CEO of Idaho Strategic Resources from January. Good discussion on $IDR, mining practices and #REEs. Job well done by Brandon Beylo again. Always a good interview. #Idaho #Mining open.spotify.com/episode/30sLdd…

And there are people that don’t believe in God.

The stock that you held through a 90% drawdown clawing back to break even.

I think this is also true in investing. If most investors have stopped reading annual reports, investor presentations, transcripts, and industry conference notes, and instead rely on AI-powered summaries … There’s probably value in deep critical thinking. Or buy grift???

“The assay result showed no mineralization? Just delete it.”

Okay but what is the run rate revenue now???

This is why the market is actually ripping tonight.

Steve Cohen, one of the greatest investors of his generation, once said: “I can always make another trade. But I can’t ever get that moment back.” That has always stuck with me.

Hosking Partners consistently write some of the best content on Capital Cycles. Excited to read their latest May 2025 Hosking Post. Link to download: hoskingpartners.com/_files/ugd/e98…

Audible reading of this letter dropping tomorrow on Value Hive!

Please please please please please give me a company that includes "TACO-Adjusted EBTIDA" in their next quarterly report.

What have been your most successful investing prompts used in AI/Deep Research applications? Industry agnostic. Would love to get a thread of great references.

Just heard Mumford & Sons on a “Throwbacks” playlist.

I can confidently say that AI tools like Perplexity have RAPIDLY shortened my learning curve in mining investing. It is incredible what you can learn when you: A) Make the right “Agent” Spaces B) Ask the right questions C) Ask the right follow-up questions Love it.

“Depth beats breadth any day of the week.” Make. Smaller. Circles.

Serious question and appreciate genuine answers. For those that are highly driven/motivated to constantly improve, but also want to stay present and involved with family. How do you balance it? How do you structure your day/week? What are things you’ve learned along the way?