TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><ul><li>01:34 - How to apply probabilistic thinking when approaching investing.</li><li>14:26 - Will’s structure for the “perfect portfolio”.</li><li>32:29 - Why Uranium hasn’t performed as most hoped for in 2022.</li><li>40:11 - How the sustainable energy supply chain is struggling to achieve healthy margins.</li><li>54:58 - Assessing different types of risk including political risk.</li><li>1:00:04 - The stock pick that got Will accepted into the prestigious Value Investors Club (founded by Joel Greenblatt) and what stock he would pitch today.</li><li>And much, much more!</li></ul><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Massif Capital<strong> </strong><a href="https://www.massifcap.com/" rel="noopener noreferrer" target="_blank"><strong>Website</strong></a>.</li><li>Will Thomson <a href="https://mobile.twitter.com/wmthomson22" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li><li>Trey Lockerbie&nbsp;<a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank"><strong>We Study Billionaires Starter Packs</strong></a>.</li><li>Browse through all our episodes (complete with transcripts)<strong>&nbsp;</strong><a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank"><strong>here</strong></a>.</li><li>Try our tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance Tool</strong></a>.</li><li>Enjoy exclusive perks from our&nbsp;<a href="https://ww