How POWW Became A Spawning Multi-Bagger Business
Spawning Companies: What They Are, Why They Matter, And How To Find Them Mohnish Pabrai recently had a chat with Stig Broaderson on The Investor’s Podcast. During the conversation, Mohnish highlighted one of his newest investment frameworks: Spawners. Simply put, a “Spawner” is a company that can create new business segments that have the potential […]
The Bull Case For Gold
04/21/2021: Back Up The Truck On Bullion… On August 9th of last year, I wrote that we should expect a significant correction in gold due to extreme trend deviation and wild speculative positioning. We had taken full profits on our long gold positions just two days earlier and subsequently shorted silver at what ended up […]