3 Comments
Sep 4Liked by Mihail Stoyanov

I have been invested in the sector since 2020 (though mostly got in at 2021) - It is nice to hear a succinct summary of the market, at a time when I have had to unfollow almost every emotional basket case on Twitter/X in the uranium space.

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author

Thanks for your kind comment.

I agree with you. Uranium has become the new mainstream nerd investment, and emotions prevail among popular analysts.

Regardless of the high odds and risk-reward on any thesis, attaching emotions to the investing process is a dangerous fallacy. Unfortunately, uranium Twitter/X fell into that category.

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Sep 4Liked by Mihail Stoyanov

I fall into it too, but I try to remain impartial! Enjoy your Substack 👏

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