IN THIS EPISODE, YOU’LL LEARN:

• Why it’s so difficult to invest in mining stocks
• How to build a relationship with the management with a small-cap company, why it might not be advantageous.
• How to understand the market for mining royalties
• How to estimate the intrinsic value of Altius Minerals
• Ask The Investor’s Podcast: Do you prefer to focus more on business or picking individual securities?

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Preston Pysh 0:00
On today’s show Stig and I dig into the valuation of a single company to learn about important considerations when investing in businesses within the mining sector. Our guest expert is Dan Ferris from Extreme Value and he comes with over two decades of experience in financial valuation. So without further delay, here’s our assessment of Altius Minerals with Dan Ferris.

Intro 0:26
You are listening to The Investor’s Podcast where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected.

Stig Brodersen 0:46
Welcome to today’s show! My name is Stig Brodersen. And as always, I’m here today with my co-host, Preston Pysh. And as we said in the introduction, we are here with Dan Ferris. Thank you so much for taking the time out of your busy schedule to join us here today, Dan.

Dan Ferris 1:03
Oh, it’s my pleasure! I’m very happy to be here.

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

BOOKS AND RESOURCES

• Dan Ferris’ podcast, Investor Hour
• Dan Ferris’ research and newsletter
• Sign up to the TIP live event in Los Angeles with Stig and David by emailing: stig@theinvestorspodcast.com
• Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting 

NEW TO THE SHOW?

• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts. 

P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

SPONSORS

• Download your free audio book at Audible.
• Find the best job candidate at Ziprecruiter.
• Send money abroad the smart way with Transferwise.

CONNECT WITH STIG

CONNECT WITH PRESTON

CONNECT WITH DAN

PROMOTIONS

Check out our latest offer for all The Investor’s Podcast Network listeners!