I'm excited to share my first episode in my Uranium Industry Primer Series. This week, Daren Heitman of Azarias Capital joined the podcast to discuss the broad uranium bull thesis. Specifically, we discussed:

Supply-side economics, drivers, incentives, and risks
Demand-side economics, drivers, incentives, and risks
How to structure a trade to express a bullish uranium hypothesis
How to model supply and demand
Getting to the 80/20 of the Uranium thesis
The importance of the Fuel Cycle

If you enjoyed the podcast, follow Daren and Azarias on X @AzariasCapital

Finally, a big thanks to the following sponsors for making the podcast a reality.

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For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

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Daren Heitman (Azarias Capital): Uranium Bull Thesis 101

Value Hive Podcast