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What the podcasts are saying about
SSRM
In-depth coverage
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Latest attributed ideas · most recent first
21 JUL6D AGOTHE JULIA LA ROCHE SHOW · 28:57
Bull case for gold and miners
“Physical gold and gold mining equities offer upside as fiat currencies devalue and mining stocks operate as leveraged plays on bullion.”
In depth · 4/5Verify in source →
14 JUL2W AGOCOMMODITY CULTURE · 27:59
Selected gold producers and developers offer value
“The speakers presented a basket of undervalued mid-tier gold producers and near-term developers with strong asset backings.”
Core thesis · 5/5Verify in source →
10 JUL2W AGOBLOOMBERG SURVEILLANCE
Reflation assets and gold equities offer value
“Traditional commodity names, gold mining stocks, and energy producers present attractive risk/reward profile amid global reflation dynamics.”
Substantive discussion · 3/5Verify in source →
19 JUN19 JUNCOMMODITY CULTURE
Pre-earnings runups in profitable silver miners
“Profitable gold and silver miners with low valuation multiples offer short-term pre-earnings upside and attractive long-term fundamental value as precious metal prices stay firm.”
In depth · 4/5Verify in source →
19 MAY19 MAYTHE JULIA LA ROCHE SHOW
Gold miners poised for re-rating amidst currency debasement
“The bull case argued for precious metals miners: deeply discounted valuations and high profit margins make gold miners uniquely attractive as monetary debasement accelerates.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION