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Posts Tagged: value investing
Erik Wetterling, The Hedgeless Horseman, discusses block out macro noise for micro opportunities, and discusses Magna Mining and Montage...
Thu 10 Nov, 2022
25 comments
Tavi Costa, Portfolio Manager at Crescat Capital, discusses the recent bounce in the PMs, and what's next for resource...
Wed 9 Nov, 2022
33 comments
Erik Wetterling, The Hedgeless Horseman, discusses holding onto high-conviction plays that moved higher by focusing on company micro news instead of macroeconomics....
Thu 3 Nov, 2022
4 comments
Erik Wetterling, The Hedgeless Horseman, discusses the absurd bear-market valuation mismatches seen between advanced companies versus earlier-stage grass roots...
Fri 28 Oct, 2022
6 comments
Erik Wetterling, The Hedgeless Horseman, review how he is reshuffling his portfolio - adding in more beta optionality plays in addition to quality alpha...
Thu 20 Oct, 2022
45 comments
Richard “Doc” Postma joins us for our regular monthly market recap of gold, silver, copper, the US dollar, bonds and interest rates, and Fed...
Wed 5 Oct, 2022
17 comments
Erik Wetterling, The Hedgeless Horseman, joins us to review the risk/reward set ups at market extremes and how that impacts our...
Fri 30 Sep, 2022
4 comments
Erik Wetterling, The Hedgeless Horseman reviews the advantage of considering the sunk costs in developers in relation to their current...
Thu 22 Sep, 2022
19 comments
Erik Wetterling, The Hedgeless Horseman, reflects on the sea of low sentiment in junior mining stocks and provides some strategies and insights as to how he manages his portfolio in this type of...
Fri 16 Sep, 2022
30 comments
Latest Stories Continue

Erik Wetterling – Shifting Some Focus From Alpha To Beta Mining Stocks In This Low Sentiment Environment

Erik Wetterling, The Hedgeless Horseman expands on his recent shift in his focus from Alpha mining stocks to the Beta mining stocks in this low sentiment enviornment.

Thu 8 Sep, 2022
19 comments

Erik Wetterling – Having The Patience To Allow Probable Growth Stories To Unfold

Erik Wetterling, The Hedgeless Horseman, unpacks value investing in “probable growth” companies his portfolio of junior gold and silver mining stocks.

Thu 11 Aug, 2022
18 comments

Erik Wetterling – Value Investing Versus Guessing At Reactions To Macro Noise

Erik Wetterling, The Hedgeless Horseman,  discusses value investing versus guessing reactions to macroeconomic noise.

Thu 4 Aug, 2022
6 comments

Doc Jones – How Is He Trading The Energy Sector, Commodity Stocks, And Looking For Value?

Doc Jones, Private Investor, joins us to discuss oil and natural gas stocks, resource stocks in the commodities sector, and how he is looking for value

Thu 21 Jul, 2022
33 comments

Erik Wetterling – Lightning Strikes Twice In His Junior Resource Portfolio Recently

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review that he has seen lighting strike twice recently is his junior resource portfolio

Thu 21 Jul, 2022
42 comments

Erik Wetterling – Why Most Investors Don’t Make Money In Speculative Sectors Like Junior Mining Stocks

Erik Wetterling, publisher of The Hedgeless Horseman website, discusses sentiment and emotions, and why so many speculators don’t make money trading speculative markets.

Thu 7 Jul, 2022
11 comments

Erik Wetterling – A Focus On Post-Discovery Junior Exploration Growth Stocks

Erik Wetterling, The Hedgeless Horseman,  discusses his investing focus on post-discovery exploration growth stories.

Thu 30 Jun, 2022
41 comments

Erik Wetterling – Looking At Position Sizing Within A Junior Mining Resource Portfolio

Erik Wetterling, The Hedgeless Horseman,  unpacks how he approaches position sizing within his portfolio of junior mining stocks. 

Thu 9 Jun, 2022
47 comments

Erik Wetterling – Value Investing Becomes A Naturally Contrarian Strategy In Poor Sentiment Markets

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  expands upon being a value investor in poor sentiment markets, and a shares a couple companies he likes.

Thu 2 Jun, 2022
9 comments

Craig Hemke – Commodities and Precious Metals Value Investors Should Focus On The Long Game

Craig Hemke urges value investors in precious metals and commodities to focus on the long game in their investing goals.

Thu 7 Apr, 2022
28 comments

Erik Wetterling – Tuning Out Macro Noise To Instead Focus On Micro Company Fundamentals

Erik Wetterling, Founder and Editor of the Hedgeless Horseman website, reviews his junior mining investment strategy of tuning out macro noise, and focusing on micro company fundamentals.

Fri 1 Apr, 2022
22 comments

Erik Wetterling – Finding Opportunities With The Disconnect In Junior Miners From The Rest Of The Precious Metals Sector

Erik Wetterling, Founder and Editor of the Hedgeless Horseman website, joins us to discuss the large disconnect being seen in junior miners from the rest of the precious metals sector

Thu 24 Mar, 2022
70 comments

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

Erik Wetterling, the Hedgeless Horseman, shares his perspectives on being a contrarian value investor in the gold and silver junior mining stocks, and dispelling common misconceptions around opportunity cost

Fri 18 Mar, 2022
7 comments

Erik Wetterling – Value Investing Versus Trading – Having A Coherent Strategy In Junior Mining Investing

Erik Wetterling, Founder and Editor of the Hedgeless Horseman website, joins us to share his perspectives on being a contrarian value investor in junior mining investing, versus the more common sporadic trading approach based on sentiment and momentum.

Thu 10 Mar, 2022
48 comments

Erik Wetterling – War Premium Reversal Slams Gold Back Down, Yet Value Is Still To Be Found In The Wasteland Of Junior Miners

Erik Wetterling, Founder and Editor of the Hedgeless Horseman website, joins us to share his view the steep reversal in gold from overnight trading on Ukraine war premium and then pricing getting slammed throughout the US trading session

Thu 24 Feb, 2022
31 comments