Erik Wetterling – Investors Are So Focused On Macro Noise, That They Are Missing Micro Opportunities
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss portfolio management, and how he is continuing to block out macro to focus instead on the company-specific micro news and developments.
We discuss 2 different companies, Magna Mining (TSX.V: NICU) and Montage Gold (TSX.V: MAU) (OTC: MAUTF), that have made substantive and very much under-appreciated project acquisitions lately, they have low valuations relative to their resources in the ground, have executive teams that have successfully built and operated projects in the past, access to capital, and key strategic stakeholders that have vetted the projects.
*In full disclosure, some of the companies mentioned by Erik are personal positions are covered and sponsored on The Hedgeless Horseman website. Shad has a current position in Montage Gold.