Kashyap SriramSep 9, 20196 minGOLDTDV Trade Alert - Fortuna SilverOriginally published in TDV in September 2019 Fortuna Silver Mines (FSM, TSX:FVI) is one of the junior producers we hold in our TDV...
Kashyap SriramJul 3, 20197 minGOLDSkeena: Overlooked Gold Value PlaySkeena Resources (SKE.V, SKREF) is a Golden Triangle (GT) focused explorer. The company optioned the past producing Snip and Eskay Creek...
Kashyap SriramMar 29, 20195 minGOLDStill A Gold BullWhat is it about gold that drives investors to polar opposite viewpoints? Keynes called it a barbaric relic and thought it ought to be...
Kashyap SriramFeb 23, 201711 minGOLDNorthern Dynasty Minerals – Kerrisdale Capital Is WrongOn the 14th of February 2017, Kerrisdale Capital published a report with their short thesis on Northern Dynasty Minerals. The company’s...
Kashyap SriramFeb 4, 20174 minGOLDA Gold Bull in a Trump MarketHardly a few weeks have passed since the onset of the Trump presidency and investors have already formed a narrative as to how different...
Kashyap SriramDec 20, 20163 minGOLDThe Case for Gold, IIOriginally published in TDV December 2016 issue Since I last wrote “The Case for Owning Gold”, much has changed in the gold market. It...
Kashyap SriramMar 24, 20163 minGOLDStock Recommendation – Osisko Gold RoyaltiesOsisko Gold Royalties Overview The company was created in its present form as a result of a business combination of Osisko Gold Royalties...
Kashyap SriramMar 23, 20163 minGOLDSilver – All Set to ShineThe case for silver is similar to the case for gold – it is money, has been that way throughout history, etc. But it differs in some...
Kashyap SriramMar 18, 20163 minGOLDPretivm Resources – A Gold(en) SpeculationOverview In January 2010, Robert Quartermain, the President and CEO of Silver Standard Resources Inc. abruptly left the company without...
Kashyap SriramDec 22, 20156 minGOLDThe Case for Owning GoldThe Wall Street Journal called gold a pet rock. John Maynard Keynes, a famous investor and economist, called it a barbarous relic....