The Art & Science of Discovery Investing (Tom Woolrych)

<p>Tom Woolrych is back.</p><p><br></p><p>The man, the myth, geologist-turned-fund manager and champion of the GeoAlpha strategy returns to talk about how he&#39;s honed his investing style, plus a whole bunch of stocks catching his eye.</p><p><br></p><p>He&#39;s brought his geological models to visually walk us through each of them, teaching us plenty along the way.</p><p><br></p><p>In this ep, Tom covers:</p><p><br></p><p>• GeoAlpha and his third dimension on the Lassonde curve</p><p>• His conservative 5-6Moz read on San Lorenzo&#39;s Salvadora</p><p>• What&#39;s keeping Q2 Metals below a $1B market cap</p><p>• The vertical holes drilled in 2017 that walked straight past a gold system at a $30m junior</p><p>• What he makes of Aussie hopefuls Kaoko, Solstice &amp; Midas</p><p><br></p><p>Follow Tom:</p><p>X: <a href="https://x.com/tom_woolrych" target="_blank" rel="ugc noopener noreferrer">https://x.com/tom_woolrych</a></p><p>LinkedIn: <a href="https://www.linkedin.com/in/thomas-woolrych-b0087513/" target="_blank" rel="ugc noopener noreferrer">https://www.linkedin.com/in/thomas-woolrych-b0087513/</a></p><p>……………  </p><p><strong>  </strong></p><p><strong>TIMESTAMPS  </strong></p><p>(0:00) Portfolio Returns<br>(4:30) GeoAlpha and the 3D Lassonde Curve<br>(13:10) San Lorenzo Gold: Why Stay Long at C$800M<br>(20:20) San Juan Porphyry, Bear Case, and Resource Potential<br>(26:30) Andina Copper and the Colombia Discount<br>(35:30) Q2 Metals: A Tier One Lithium Deposit<br>(41:20) Adding to Winners and Why Snowline Hasn&#39;t Been Bought<br>(44:50) Hercules Metals (BIG)<br>(52:50) Centauri Minerals<br>(58:00) Ongwe Minerals<br>(1:05:10) BPM Minerals<br>(1:08:50) Precore Gold<br>(1:17:30) Tectonic Metals<br>(1:20:30) ASX Discovery Hype: Kaoko, Midas, and Solstice<br>(1:28:00) Bad Geology, Newfound Gold, and Shorting</p><p>……………  </p><p>  </p><p>Join 19k+ subscribers to the <a href="https://www.moneyofmine.com/subscribe" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>:one daily email with all the news that matters in mining  </p><p>……………  </p><p><strong>  </strong></p><p><strong>PARTNERS  </strong></p><p>Thank you to the mining services businesses that make this content possible:  </p><p><br></p><p>• <a href="https://www.rocktechnology.sandvik/en/products/ground-support/" target="_blank" rel="ugc noopener noreferrer">⁠<strong>Sandvik Ground Support</strong>⁠⁠</a> – The only ground support you’ll ever need</p><p>• <a href="https