Value investors are not known for investing in gold because in the end, gold does not produce any cash flow. However, some, like Seth Klarman, are slowly realizing that there are tremendous opportunities in gold mining stocks. Although the price of bullion increased significantly, the prices of gold mining stocks have not followed the same path. The following are very good videos that can help you understand why there are tremendous opportunities in gold mining stocks.
This video is great as it covers some of the basics of the mining industry.
Lawrence Roulston discusses China and its role in the precious metals markets.
Mariusz Skonieczny is the founder and president of Classic Value Investors, an investment management firm. He is also the editor of Ultimate Value Finder, a monthly newsletter that features three underfollowed, unknown, and undervalued companies ignored by Wall Street.
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