Erik Wetterling – Is There An Opportunity Cost To Being A Value Investor?

Erik Wetterling, Founder and Editor of the Hedgeless Horseman website, joins us to share his perspectives on being a contrarian value investor in the gold and silver junior mining stocks, and dispelling common misconceptions around opportunity cost, and what an opportunity even is.  Eric mentions that the price one pays to buy a stock is really the only thing investors can control, and it comes down to picking wisely, having patience, and using common sense to value where a company and project will be in 12-24 months. This is much different than the short-term trading approach based on sentiment and momentum, and challenging because people often default to short-term thinking.  


 Another area we discuss is the allure of multi-bagger returns in mining stocks, but few investors show the ability to buy when stocks are in disgusting downtrends, and hold for a long enough time period to get the bigger percentage returns.  We review if sitting in a stock for months or years, that may even pull down, is truly an opportunity cost, causing one to miss other trends in motion. 


We wrap up with a discussion of 2 companies that Erik really likes, that are doing good work, have good teams, and have the ability to be rerated much higher in his estimation:  Nevada King Gold (TSX.V: NKG) and Goliath Resources (TSX.V: GOT).

Click here to visit Erik’s site – The Hedgeless Horseman.

    Mar 18, 2022 18:47 PM

    Crescat Gets Activist on Gold & Silver #69 – Resource Modeling

    Crescat Capital – 03/18/2022

    0:00 Introduction
    1:05 Tavi Macro Portion
    17:41 Kevin Macro Portion
    31:39 Quinton Introduction
    34:38 Resource Modeling
    49:45 Eskay Mining Update
    57:12 Eloro Resources Update
    1:00:16 Zacapa Resources Update
    1:02:07 Blue Lagoon Resources Update
    1:02:50 Core Assets Update
    1:03:59 Kuya Silver Update
    1:04:52 Newfound Gold Update
    1:05:20 Conclusion

    Mar 18, 2022 18:52 PM

    Steve Penny – It’s Time To Ready For A Currency Crisis – Buy Gold & Silver

    I Love Prosperity – Mar 18, 2022

    “In today’s video, Steve breaks down what’s happening in the global financial system. We talk about the latest moves in gold, silver, and mining stocks.”

    Mar 18, 2022 18:55 PM

    Gold Stocks: The Correction May Be Over

    Morris Hubbartt – March 18, 2022 – Super Force #PreciousMetals #TechnicalAnalysis #Video

    Mar 18, 2022 18:18 PM

    To me a ten bagger is a girl that looks like MM, (hint not Mickey Mantle) and also owns property in Manhattan, a gold mine in Newfoundland, and a grocery store with a liquor store attached. LOL! DT

    Mar 19, 2022 19:00 AM

    Hi: putin lovers TRUMP JOSH HOLLY AND MT GREEN are all starting to say they are slightly troubled by Putins behavior . Oil prices will slowly move up again i have OXY AND WTI as stocks . My gold stocks fell back but gold still is in a mild bull market . love and good health to you all r s hamilton

    Mar 21, 2022 21:46 AM

    Sorry russell………… you are way behind the curve,……… You should do some more reading , instead of listening to a bunch of con job politicians……. Maybe Holly and Green did not get the govt contract they wanted….. They should talk to Kerry, Pelosi, Biden and Romney…….. 🙂