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Tag: lessons

Lessons: Two-edged Blade of an Anchor Shareholder

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Originally posted on January 9, 2020 More than any other directive, human beings act in line with their individual incentives. In the natural world and bleeding into modern-day addictions to drugs, social media and pornography, human beings are predominantly incentivized by dopamines. In business, though, human beings are typically incentivized with money. The ability…

Lessons: Mining is (Dam) Complicated

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Originally posted on February 10, 2020 I’ve been invested directly in a growing, junior coal miner for going half a decade, amongst several other mining-related investments. Likewise, I’ve followed a wide range of mining companies closely for even longer and previously was invested in a mining exploration company and poked around a…

Lessons: Narrow Doors Make for Tricky Thoroughfare

Posted on 26/08/2020 by Keith McLachlan

OLD ARTICLE – Original posted on January 27, 2020 As a fund manager of a small cap fund, I am keenly aware of liquidity in the stock market. It is not just a constraint but a risk that needs to be managed on both a granular and an aggregate basis. And, sometimes, it can also…

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