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Armored Portfolio (Part 1)
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Cyclical Value Investing

Armored Portfolio (Part 1)

Investing in the Hardest Metal On Earth

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Cyclical Value Investing
Feb 17, 2024
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Armored Portfolio (Part 1)
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When discussing commodity investing, the attention usually goes to oil & gas, iron, copper, lithium, etc.

But the periodic table is much larger than that, and one metal in particular recently caught my attention.

It is required for most military applications from tank armor to artillery shells, air defense, hypersonic missiles, and bullets.

It is also e…

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