The Eurasian Century

The Eurasian Century

Cyclical Value Investing

Portfolio Discussion (Part 2)

By request, a peek into my personal portfolio

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Cyclical Value Investing
Nov 02, 2023
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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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