bullish

Contrarian Bets: Brian Laks on Lithium, Coal & Uranium

686 Views11 Sep 2025 13:10
Podcast
SUMMARY
  • Switching to contrarian investments in commodities that are currently out of favor such as coal and lithium
  • Strategy involves looking for companies with large, low cost sources of supply and positioning for long-term potential
  • Portfolio approach taken to invest in a few select names in the commodity sector, with a focus on companies with potential for future growth and value upside

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
  • Loading...
x