Weekend Show – Joe Mazumdar and Matt Geiger – Building A Better Resource Stock Portfolio From A Fund Manager And Analyst
Welcome to the KE Report Weekend Show! This weekend’s show is focused on resource stocks and how to build a better portfolio. We feature a well known analyst and fund manger to help us better analyze individual companies, avoid management red flags and isolate the commodities they think have the best potential this year.
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- Segment 1 and 2 – Joe Mazumdar, Editor of Exploration Insights kicks off the show with a recap of the main themes he noted at the recent Vancouver resource investment conferences. This ties into specific metals that are being talking about and Joe’s thoughts on copper and uranium. Joe shares some details on a new portfolio comparison tool he is working on to help investors compare projects and companies.
- Segment 3 and 4 – Matt Geiger, Managing Partner at MJG Capital joins us to discuss management red flags for resource companies. He outlines 25 obscure red flags in the recent investor letter available on the MJG Capital website. We also ask Matt about his strategy this year for the fund and what metal is a true contrarian play.