Eastwest, Well everyone thinks they can outperform the market and pick winners, few have the skill of Buffet to actually do it.
I am not even sure that there long term convictions are a good investment thesis. As someone that won big on the last nickel boom/bubble I am glad I largely got out of nickel for nearly a decade, and wished I had fully. Time to be back in again imho, but a fund taking big positions simply can’t get in and out easily.
EL
PAN Price at posting:
31.5¢ Sentiment: Hold Disclosure: Held
