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    • Weekly Rollup
    Kashyap Sriram
    • Sep 9, 2019
    • 6 min
    GOLD

    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...
    3 views
    TDV Trade Alert - Fortuna Silver
    Kashyap Sriram
    • Jul 3, 2019
    • 7 min
    GOLD

    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...
    20 views
    Skeena: Overlooked Gold Value Play
    Kashyap Sriram
    • Mar 29, 2019
    • 5 min
    GOLD

    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...
    2 views
    Still A Gold Bull
    Kashyap Sriram
    • Feb 23, 2017
    • 11 min
    GOLD

    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...
    5 views
    Kashyap Sriram
    • Feb 4, 2017
    • 4 min
    GOLD

    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...
    2 views
    Kashyap Sriram
    • Dec 20, 2016
    • 3 min
    GOLD

    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...
    2 views
    The Case for Gold, II
    Kashyap Sriram
    • Mar 24, 2016
    • 3 min
    GOLD

    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
    Stock Recommendation – Osisko Gold Royalties
    Kashyap Sriram
    • Mar 23, 2016
    • 3 min
    GOLD

    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...
    2 views
    Silver – All Set to Shine
    Kashyap Sriram
    • Mar 18, 2016
    • 3 min
    GOLD

    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
    Pretivm Resources – A Gold(en) Speculation
    Kashyap Sriram
    • Dec 22, 2015
    • 6 min
    GOLD

    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
    The Case for Owning Gold
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