2 Comments
Jul 7Liked by Mihail Stoyanov

Even for geos this would be a better way to play commodities than buying some junior shitco because you liked the pictures of their samples of cool rocks. Geos tend to overlook many other aspects of mining, so we are definitely not the best investors.

Besides that, and remembering our chat a few weeks ago, this seems to be a very interesting approach. 🤔

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Great comment! I appreciate your honesty. Being professional in a certain area makes us overconfident when we move to investing in the same field.

After many lessons learned the hard way, I focused on simplicity. Priority is strict risk management. That's why I like options a lot. They prioritize time, the most underestimated variable in investing.

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