The Overlooked Way to Play the Commodity Cycle (Baza Capital)

[@cronaldopwns]

We have
GC: Rightooo
Matty: ROIGHTOOO
Trav: G'day
JD: Alright

[@LithPremiumz]

Luv ya work

[@TrevorKittelty]

Great talk guys.

[@Sainter66]

What’s the plan when the emerging sector goes to the shitter? Different mandate, or long periods of cash?

[@ocre7816]

Felt like these guys were pretty generic in their approach - until they started taking company specific. Quite considerate and niche in their business choice.

[@jimmmaaay1]

Lol esg. Get out of here