In the Footnotes
Fjord PhilLong form in depth investment due diligence and research that doesn't quite fit within Nortilus or Sable Research.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | 3 years ago | Last Issue | 12 days ago |
| Active | |||||
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Customers For Life, Priced Like Peanuts
Executive Summary
With resource stocks making me want to blow my brains out, I sat down to look for something else to own. I started in software and found some half decent names, but kept coming back to nicotine. Pouches are going to be a...
Money Grab / Rounding Off RPX & Viva
I have started a new research (money grab) shop at Sable Research, available at www.sable-research.com
The most recent RPX report is available there for free.
This Substack will therefore shift toward general content, market observations...
Notes From the Drawdown
The boys after today
Is this the end of the gold and miner cycle?
Of course not. An exogenous event has rattled stocks and spooked retail sentiment, and now people on Twitter are panicking about fuel costs and inflation, when energy is ma...
Personal Portfolio Update February 26
One week or so back from 121 Indaba. Africa is generally pretty dicey, but my takeaway was that Ghana and Côte d’Ivoire are often highlighted as jurisdictions where you can drill extremely cheaply, permit easily, and operate without too man...
My Precious Metals Mining Portfolio
I am running the “model pf” as a stock picking exercise, not sure what my plans are, I might discontinue it or move to another model, here is my current perosnal gold miner pf anyways:
Red Pine
My top pick as can be laid out in my write...
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Authors
The writers behind this newsletter.
Norwegian greenhorn investing in Mining/Offshore/Shipping/Energy I write here as part of my investment process
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