Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive
Notes de l’épisode
Stoked to have Will back on the podcast to discuss:
- Clean Tech Royalty companies (like CVW)
- Copper producers
- Gold producers
- Will's Commodity Purity Index (or CPI)
- Using AI in investment research
- Going slow to go fast (read before summarizing)
Really liked this chat.
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