In her letter Resource Maven explains what she is buying and selling, and why. Since the gold market turned up in early 2016 she has booked three takeovers (267% average gain) and exited eight positions for an average 200% profit.
BTW - I really enjoy reading your newsletter - very comprehensive and you do an excellent job of integrating a macro perspective into your analysis.
- RC (August 2019)
...[a]nd wanted to add, keep doing what you're doing! I really enjoy your newsletters, and am impressed by how many companies you cover and how you have a lot of content in a relatively short time. To be honest I only choose a handful to invest in, but appreciate the coverage and the # of choices you offer w/ the companies in your portfolio. I do like you looking more into non-gold based resource companies as I could use some of that diversification in my portfolio. I also like how you travel to the actual companies and mines, meet and talk to the people in the company and get a good perspective on the company's people, operations and environment they work in....and I also look forward to your view on the Macro. keep up the great work!