Kashyap Sriram
TDV Trade Alert - Fortuna Silver
Originally published in TDV in September 2019 Fortuna Silver Mines (FSM, TSX:FVI) is one of the junior producers we hold in our TDV...
Kashyap Sriram
- Jul 3, 2019
- 7 min
Skeena: Overlooked Gold Value Play
Skeena Resources (SKE.V, SKREF) is a Golden Triangle (GT) focused explorer. The company optioned the past producing Snip and Eskay Creek...
24 views
Kashyap Sriram
- Mar 29, 2019
- 5 min
Still A Gold Bull
What is it about gold that drives investors to polar opposite viewpoints? Keynes called it a barbaric relic and thought it ought to be...
4 views
Kashyap Sriram
- Feb 23, 2017
- 11 min
Northern Dynasty Minerals – Kerrisdale Capital Is Wrong
On the 14th of February 2017, Kerrisdale Capital published a report with their short thesis on Northern Dynasty Minerals. The company’s...
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Kashyap Sriram
- Feb 4, 2017
- 4 min
A Gold Bull in a Trump Market
Hardly a few weeks have passed since the onset of the Trump presidency and investors have already formed a narrative as to how different...
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Kashyap Sriram
- Dec 20, 2016
- 3 min
The Case for Gold, II
Originally published in TDV December 2016 issue Since I last wrote “The Case for Owning Gold”, much has changed in the gold market. It...
3 views
Kashyap Sriram
- Mar 24, 2016
- 3 min
Stock Recommendation – Osisko Gold Royalties
Osisko Gold Royalties Overview The company was created in its present form as a result of a business combination of Osisko Gold Royalties...
1 view
Kashyap Sriram
- Mar 23, 2016
- 3 min
Silver – All Set to Shine
The 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...
3 views
Kashyap Sriram
- Mar 18, 2016
- 3 min
Pretivm Resources – A Gold(en) Speculation
Overview In January 2010, Robert Quartermain, the President and CEO of Silver Standard Resources Inc. abruptly left the company without...
1 view
Kashyap Sriram
- Dec 22, 2015
- 6 min
The Case for Owning Gold
The Wall Street Journal called gold a pet rock. John Maynard Keynes, a famous investor and economist, called it a barbarous relic....
1 view
