
Deep Value Speculator

Investing mistakes
After watching Antonio’s excellent video «I Lost Money in 2022, Here are my Mistakes» I thought I could make a version of my own.

Position sizing in uranium explorers
Today I thought I would go through how I would size my a portfolio of uranium explorers if I was to do it from scratch.

Going over the tin market: part deux
Tin has fallen together with the other commodities. Do I still believe in the sector?

Year end review of 2022
I have written a short year in review for my investments in 2022.

Happy Days
Our resolve can wear down a lot after a couple of months of being hammered in the market. Choppy action for months can be harder than a steady grind down. You get your hopes up that the sector is decoupling from the general market to getting the rug pulled from under you. The market acts…

Avoid spreading yourself too thin
Conviction to hold on to a trade when people come with differing opinions can not be given, it has to be earned. Mentally and financially there is a limited number of sectors I can follow at once.

Can you feel it?
I am back at it again writing about uranium after a short break. There are a lot of exciting developments that have me very optimistic for the times ahead.

Security of supply
The conflict in Ukraine is making security of supply more and more important.


The Market Wizards
The Market Wizards books by Jack D. Schwager have always been great at showing that there is more than one way to make money in the markets.
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