Sitemap - 2023 - AlmostMongolian

Commodity investing: Order of importance

Voxtur Analytics: Focus on Blue Water

The AlmostMongolian Portfolio

Mind Technology: Highly Asymmetric Opportunity

Algoma Steel part 2: EAF project, plate mill modernization and steel prices

Petrobras preferred stock: Still cheap

Videos/Interviews

I'm conflicted about uranium.

Globex Mining Enterprises: Great business, great CEO and extremely low valuation

Ensign Energy Services: Ignored bull market in onshore drilling.

Guide to using Twitter for investment purposes

Fishing in a newly hated sector: ZIM Integrated Shipping

Buying the lagger: Algoma Steel

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