This was one of my favorite episodes of the year.

I love interviewing anonymous Twitter personalities, and GorillaGrip delivered.

Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there.

This conversation goes deep into geopolitics, commodity cycle identification, how Gorilla analyzes materials companies, and more.

You will love this episode if you like metals, materials, or commodities.

Finally, a big thanks to our sponsors for making this episode happen.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. 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!

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

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GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

Value Hive Podcast

GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum