Tony Deden on investing in resource companies

I believe we are witnessing the beginning of the end of the age of financialization and, if I’m right, then owning commodities is going to be essential.  But how do we do that in the best way possible? 

It is not so easy as you might think.

Finding exceptional companies with first-class management and exposure to the right commodities is difficult.  But if you are prepared to look in places where others are either discouraged from investing or which are simply overlooked, you can find exceptional things.  Valuable things.

~ Tony Deden, "Two Men in a Boat," Things That Make You Go Hmm..., September 27, 2020, p. 11