Re-Re-considering Anglo Asian Mining
OB i'd put this in the Buffett "too hard pile!"
I recently came across the letters from Nick Sleep's nomad fund and found them fascinating.
https://igyfoundation.org.uk/wp-content/uploads/2021/03/Full_Collection_Nomad_Letters_.pdf
His analysis especially on Costco is next level - pages 46-53.
Maybe some weekend reading!
OB i'd put this in the Buffett "too hard pile!"
I recently came across the letters from Nick Sleep's nomad fund and found them fascinating.
https://igyfoundation.org.uk/wp-content/uploads/2021/03/Full_Collection_Nomad_Letters_.pdf
His analysis especially on Costco is next level - pages 46-53.
Maybe some weekend reading!