• Oroco Resources: Shareholders should be pissed

    In a corporate structure, the shareholders are owners of the company. The board of directors are ones that work on behalf of shareholders. The management team is the one that runs the daily operations of the company. In a junior mining company all that structure goes down the toilet. Oroco is nothing special, the shareholders…

  • New buy: MILC

    I talked about a new buy a few days ago. The purchase was of Millennium Sustainable Ventures (MILC). I’ve followed MILC since 2011 when it was selling for less than cash + investments. I was intrigued by the valuation but never really felt attracted to the operational team. The stock then went on a huge…

  • SAFE Banking, here is comes

    There has been lot of head fakes on the SAFE Banking act but it seems like the last straw broke with Schumer, Booker, and Wyden’s CAOA bill. Although we always knew CAOA was dead on arrival, it cleared the way to move forward on bills that have a chance to pass. We now have Booker…

  • Bill out. Now the real work begins

    The democrats dragged their feet for 3 years on the cannabis bill. Finally today Schumer, Booker and Wyden put out their bill. I still can’t figure out how it takes 3 years to come out with a bill that is already accepted as dead. Schumer, in his speak in Congress, basically said he is willing…

  • New buy

    I finally found something to buy a new company in 2022. I have watched this company for over a year. I missed buying it in 2021 and since then it has gone up almost 30x. Some things changed and the stock got hammered back to the levels that I almost bought it in 2021. There…

  • Bill Ackman presentation

    This is a really good presentation by Bill Ackman on the current inflation policy and potential stagflationary environment.

  • Nothing has change. Not really.

    I’ve been seeing a lot of investors saying something like “nothing has changed except the price of the stock.” The stock of most companies are down drastically in 2022. Although to think that 2022 is same as 2021 except the stock price being down is completely missing the facts. Only if investing was that simple.…

  • Guy Spier interviewed by William Green

    A great interview of Guy Spier. Recently I’ve seen myself gravitate more towards Guy and his ideas about investing and life.

  • Pain in the markets

    2022 market been extremely painful for many investors. To really understand it you have to understand what happened prior to 2022. There is a great book called Bulls by Maggie Mahar which explains these long bull markets that last 13 years. We just had a major bull market that lasted 13 years. So 2022 is…

  • Emerita: Drill results

    Emerita released the drill results from 3 holes in Romanera. The holes were really looking at the historical data and proving it. What is interesting is the EMO results are proving much better per ton values than historical. Also the area the company is drilling is not the really interesting part of the resource, so…