Portfolio Discussion (Part 2)
By request, a peek into my personal portfolio
Rio Tinto
A bit of a copper play, with the giant expansion of the Oyu Tolgoi mine in Mongolia.
And the awesome business model to dig crazy amounts of iron in Australia for a penny and sell it at a multiple times higher price in Asia. With iron ore reserves in the ground counted in decades and probably in centuries.
Cheap hydropower to produce cheap low-c…
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