About Pellucidity: Morning Walks with The Investing Doc
Sharing thoughts about value and natural resource investing during my morning walks as a simple, unedited, and spontaneous exchange of ideas.
The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. An
Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysi...
23 Mar 2026
Counterfactuals - A different investing landscape
Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysi...
15 Mar 2026
Critical Minerals + Bias Removal, Humility : Necessary skills for an investor to develop
Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysi...
15 Feb 2026
Soros, Reflexivity, Buffet, Munger, and my unpopular take on Gold in the current environment
Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysi...
3 Feb 2026
GEOPOLITICAL ALPHA: CRITICAL MINERAL PRODUCER LARGO & US GOVERNMENT NEARING CONTRACT FOR VANADIUM PENTOXIDE
A LOT OF THINGS GOING RIGHT FOR LGO:NYSE ; LGO:TSE LARGO INC VANADIUM LATELY 1. FOLLOWING THEIR DISTRESSED FINANCING, LARGO HAS BEEN ABLE TO PUSH BACK DEBT MATURITIES 2. IMPROVED LIQUIDITY WITH 56 MILLION TAILINGS SALE CONTRACT (UNDISCOUNTED LIFE OF CONTRACT VALUE) 3. ARIAS IS THE LARGEST SHAREHOLDER, INCREASING ALIGHNMENT WITH SHAREHOLDERS MOVING FORWARD 4. 60 MILLION USD ATM PROGRAM (I HOPE THEY USE IT JUDICIOUSLY AT HIGH STOCK PRICES) 5. MEANINFUL MANAGEMENT CHANGES 6. SMALL (BUT FIRST IN...
24 Jan 2026
Geopolitical Alpha: Investing in Rare Earths Stocks
Doc takes you along on his morning walk discussing Rare Earth deposits that are strategically important to avoid supply chain risks in the Western World. Companies Discussed: Aclara Resources Meteoric Resources Ionic Rare Earths Rainbow Rare Earths Virdis Mining Verde Agritech
17 Jan 2026
Critically Hated: Mettalurgical aka Met Coal
This morning, Doc takes you with him on a walk to discuss Met Coal and some coal stocks. Companies Discussed: Warrior Met Coal Glencore PLC Alpha Mettalurgical Resources Ecora Royalty Co Core Natural Resources Mongolian Mining Company West Haven Coal BHP
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