Show Notes
Rupert Mitchell spent 25 years on the sell side, running equity capital markets desks for Citi and Goldman in Hong Kong and taking hundreds of companies public, including none other than Glencore.
Now was the perfect time to have him on the show as he's just finished the resources sleeve of a portfolio built to be held until 2046.
We don't believe mining stocks are meant to be owned for 20 years - which is precisely what makes the exercise interesting.Rupert covers:
• The systematic screen that spat out Vale, Anglo and didn't deliver a single copper stock
• Why Agnico scored worse than Newmont (stale price decks!)
• Glencore as his captain's call
• Why he stepped away from uranium this year
• How he works energy companies into the mix
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TIMESTAMPS (0:00) Can You Hold Miners? (4:10) China Capitalism Reality (10:20) Scoring Resources Stocks (15:20) Glencore Deep Dive (32:00) China Tech and Energy Bets (47:00) Wrap Up, Picks, and Disclaimers ……………
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