Artwork

Content provided by Newcomer Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newcomer Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Franco Nevada: a rare opportunity. i'm buying. + canadian national railway update [EP. 69]

30:00
 
Share
 

Manage episode 397831325 series 3449815
Content provided by Newcomer Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newcomer Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS (0:39) - new purchase: Franco Nevada; what is it; why their business model is so attractive; commitment to shareholders & dividend growth; the benefits of an exploration portfolio; revenue diversification; incredible financial position (9:16) - cobre Panama; what happened?; 3 scenarios for how situation could evolve (18:53) - why I’m buying Franco now + my strategy for the future (23:06) - celebrating 5 years invested into canadian national railway
  continue reading

89 episodes

Artwork
iconShare
 
Manage episode 397831325 series 3449815
Content provided by Newcomer Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newcomer Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS (0:39) - new purchase: Franco Nevada; what is it; why their business model is so attractive; commitment to shareholders & dividend growth; the benefits of an exploration portfolio; revenue diversification; incredible financial position (9:16) - cobre Panama; what happened?; 3 scenarios for how situation could evolve (18:53) - why I’m buying Franco now + my strategy for the future (23:06) - celebrating 5 years invested into canadian national railway
  continue reading

89 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide