Blog Posts

Alex Barrow 7/25/24 Alex Barrow 7/25/24

Mineros S.A. (MSA.V): Capital Returns in Mining Done Right

Alex Barrow 7/23/24 Alex Barrow 7/23/24

Notes From Call with FEX Chairman John Welborn

Alex Barrow 7/18/24 Alex Barrow 7/18/24

Andean Precious Metals (APM.V): Hunting For Value in Bolivia

Alex Barrow 4/25/24 Alex Barrow 4/25/24

Sylvania Platinum (SLP.L): For The Love of Hate

Alex Barrow 3/28/24 Alex Barrow 3/28/24

GEN Restaurant (GENK) – Kura Sushi 2.0

Alex Barrow 3/8/24 Alex Barrow 3/8/24

Some Thoughts on Gold & Idaho Strategic Resources (IDR)

Alex Barrow 2/21/24 Alex Barrow 2/21/24

Thoughts On Hedging Uranium Exposure

Alex Barrow 2/14/24 Alex Barrow 2/14/24

The Tin Catalyst We've Been Waiting For

Alex Barrow 1/4/24 Alex Barrow 1/4/24

An Industry Primer on Tungsten

Brandon Beylo 12/27/23 Brandon Beylo 12/27/23

An Industry Primer on Tin

Alex Barrow 10/30/23 Alex Barrow 10/30/23

Subsidies Can't Save Green Energy

Alex Barrow 10/25/23 Alex Barrow 10/25/23

My Thoughts on Copper vs. Uranium

Alex Barrow 9/20/23 Alex Barrow 9/20/23

Azarias Capital on Uranium 101

Alex Barrow 3/15/23 Alex Barrow 3/15/23

Why Dying Industries Can Make Great Investments

Alex Barrow 3/1/23 Alex Barrow 3/1/23

Free Global Macro Trading Course: Invest Like A Market Wizard

Alex Barrow 2/1/23 Alex Barrow 2/1/23

Rory Johnston: Oil & Gas Industry Crash Course (Transcript)

Alex Barrow 1/25/23 Alex Barrow 1/25/23

Value Investing Q4 Letter Recaps: MWA, DVA, PRM

Alex Barrow 1/19/23 Alex Barrow 1/19/23

Michael Burry's Investment Strategy Explained

Alex Barrow 1/18/23 Alex Barrow 1/18/23

Value Investing Q4 Letter Recaps: ROST, EW, SPOT

Alex Barrow 1/17/23 Alex Barrow 1/17/23

Top Bruce Greenwald Value Investing Resources