Will Thomson: Critical Raw Materials Deep Dive

<p>Hey guys! In the latest episode of The Value Hive Podcast, I had the pleasure of speaking with Will Thomson, the managing partner at Massif Capital. Will&#39;s investment focuses on tangible assets that can help decarbonize the world. Throughout our conversation, we covered various topics related to investing in this space.</p> <p>We started by discussing the importance of copper and cobalt in transitioning to a lower-carbon future. Will shared his insights on how to evaluate companies that produce these metals. He also discussed where he finds the most attractive investment opportunities along the mining value chain.</p> <p>Will then shared his bear theses for copper and explained his thoughts on the risks associated with investing in this metal. We also delved into the intricacies of valuing mining companies and how to approach this task as an investor.</p> <p>Throughout the episode, Will provided several book recommendations that have influenced his thinking and approach to investing. Whether you&#39;re interested in investing in tangible assets or simply looking to broaden your industry knowledge, plenty of value can be gained from this insightful conversation.</p> <p>Overall, this episode of The Value Hive Podcast with Will Thomson was an engaging and informative discussion on investing in tangible assets to decarbonize the world. If you&#39;re interested in learning more about this topic, be sure to give it a listen.</p> <p>Finally, thanks to the following sponsors for making the podcast a reality!</p> <p><strong>Mitimco</strong></p> <p>This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns to support MIT&#39;s mission. To help the emerging manager community more broadly, they created <a href="https://emergingmanagers.org/" target="_blank" rel="ugc noopener noreferrer">emergingmanagers.org</a>, a website for emerging man