15 % cagr looks ambitious .P I hope you're just talking about sgh stock ( turnaround scenario), I remember madoff fund made 10 % every years, not even one year down.P It was suspicious, definitely haha
I recommend to all of them, a book from philip fisher, old book but the best I have ever read "Common Stocks and UncommonProfits " also Ben graham made good books.
My last advice is to stay away from commodities ... There are no barriers to entry, it s a boom and burst business, there are wonderful companies listed in Australia, I tell you as a foreigner, this country impress me .P way more dynamic than my poor europe.