How We Bet, Part IV: Is the Odds Engine a Cure for Common Estimation Errors?
In our experience, yes: It protects us from asymmetric skewing. It is of a union between projections of future value and bias that asymmetric skewing is born. What…
Tag: Investing
How We Bet — Part III: The Value Bet Demystified
In Parts I and II, we covered our internal approach to Value Betting stocks, but perhaps an understanding of ‘Value’ as it pertains to stock betting still eludes…
How We Bet — Part I
We do a lot of handicapping, but we acknowledge that won’t make us better traders. The value of handicapping ends with stock picking. Once stocks are picked and…
URANIUM: Now the Real Carnage Can Begin!
Now that the majority of our initial Odds Engine downside targets have been reached (see here and here and here and here), the real carnage can begin: And…
$CDE: Coeur Mining 2020 Betting Odds
“Your opportunity for profit at the racetrack consists entirely of mistakes that your competition makes in assessing each horse’s probability of winning.” -Steven Crist
Uranium: The Downside, Probabilistically Speaking
PREAMBLE First and foremost, we are traders. We play the odds. Sometimes the odds aren’t good, but even poor odds at a fair price can be profitable. And…
$DYLLF : Deep Yellow to Fast Track Tumas PFS
The impressive results from the [Scoping] Study clearly demonstrate advancing this project to the pre-feasibility study stage is justified, appreciating that uranium prices are expected to improve strongly…
Rosenberg on Gold
Gold is inversely correlated with either near zero rates, zero rates, or negative rates which makes it an ideal investment. Mark Twain coined the phrase “Lies, damned lies,…
$UURAF : Ucore Rare Metals — Independent Economic Analysis
Present Estimated Bokan Basket Price Case $75.85/kg. Flagship Project Bokan Mountain Ownership 100% Mineral Resources (M&I) 23,752,458 kg REOs Shares Outstanding 365,120,000 Market Cap $59,405,024 Average Annual Production…
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