As promised in my intro piece on Thursday, I am sharing today the discussion I had with Samir on Saturday morning. Samir manages his own capital on a full-time basis. Previously, he managed the capital of his close family as well. Samir has presented at several conferences, including those I organise in Cyprus and Asia, as well as MOI Global. G Mining is his largest position.
Before watching the episode below (or listening on Spotify or Apple Podcasts), read Thursday’s piece. Combining both will give you the full picture.
Side note: Check out the Online event I’m organising at the end of the week (click here) with an amazing roster of fund managers and experts. Through this Online event, I’m making high-quality content previously reserved for a select group of investors available to everyone. Check it out: https://fatalphavalue.com/online
During the podcast, Samir mentions 2 services he has used in his commodity research. These are Rick Rule (click here for Rick’s YouTube) and the report “In Gold We Trust” (click here).
You can reach out to Samir on his LinkedIn (here)
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