Selected Reads

Smartkarma

Equity Bottom-Up

<p><em>Dave Waters of Alluvial Capital comes on the pod to discuss his investment thesis on $PX.You can find Dave's original podcast appearance, where he discuss PX when it was still PIOE and some other small caps, here: https://twitter.com/AndrewRangeley/status/1300763059267481600?s=20Chapters0:00 Intro2:15 PX Overview3:30 Management fee streams5:10 Is PX's focus on fund of funds a concern?8:25 Disintermediation risk for fund of funds11:50 What is the market missing at PX?15:20 Why PX versus a larger</em>…</p>

Philippines

Philex Mining Corporation produces copper concentrates, containing copper, gold, and silver. The Company was incorporated in 1955.

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