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Political Risk Heavy (guests: Will Thomson, Kuppy)
In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discussion about opportunities in off-the-beaten-path commodity companies, along other unique value investments he is making. Then Kuppy is back and he is starting a new position that might just surprise you!
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By Patrick Ceresna & Kevin Muir
4.8
349349 ratings
In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discussion about opportunities in off-the-beaten-path commodity companies, along other unique value investments he is making. Then Kuppy is back and he is starting a new position that might just surprise you!
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