GEN Restaurant (GENK) – Kura Sushi 2.0
Back in the heat of COVID, I pitched Kura Sushi (KRUS) to our Collective members. The stock traded around $14/share then, and everyone hated the idea. “Why would you invest in a restaurant during COVID? What are you, some idiot?” Today, KRUS is a $120/share stock. That trade worked well for us. But I think […]
Some Thoughts on Gold & Idaho Strategic Resources (IDR)
I started getting very bullish on gold in November 2023. I pitched my gold predictions and favorite gold producer, Idaho Strategic (IDR), for our Collective members. You can read the time-stamped report here. Since then: • Gold has increased by ~$200/oz • Idaho Strategic $IDR is up ~34% Check out the link here if you’re […]
Thoughts On Hedging Uranium Exposure
Hedging uranium was a thought experiment that I’ve been wrestling with for months. While I’m very bullish the long-term fundamentals, I can’t help but see the short-term overbought hysteria that’s all over Twitter/X. Uranium guys doing victory laps, people shouting for $200-$300/lb spot prices. Cramer talking about it on CNBC. It got me worried. So […]
Joe Boskovich and Brian Laks, Old West Capital (Episode 6)
Joe Boskovich and Brian Laks run Old West Capital Management. The firm describes its investment process as “A focus on people forms the core of Old West’s investment process. As a first principle, we believe that the soundest way to protect and grow our capital is by aligning ourselves with management teams who have high […]