Part One…
Over the next two weeks, I’ll be doing something a little different…
I’m sharing a recording of a live webinar held for my Mining: Phase One members with our value-focused investment specialist, Greg Canavan.
I think this is especially timely, given that there’s a lot of overlap between resource markets and investors focused on long-term value opportunities, like Greg.
Over the coming days, we’ll be sharing our unique insights and expertise. Greg will focus on the fundamental value aspect, and I will focus on the industry perspective.
I think you’ll find this valuable and insightful.
We’ll discuss markets, why a focus on commodities makes sense for long-term investors, plus specific strategies for targeting resource companies.
Click below to view Part One of our latest insights on the resource markets.
Keep a look out for Part Two in the coming days.
Regards,

James Cooper,
Mining: Phase One and Diggers and Drillers

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