Spin-off and Event Driven Web-site; Thomas Kaplan

https://www.oozingalpha.com

This web-site came to my attention recently.

A successful long-term deep value investor in resources discusses his approach

http://services.choruscall.ca/links/novagold20170505.html  Focus on Thomas Kaplan’s presentation at Novagold’s Annual Meeting–his view of history and how he analyzes a market–beginning at minute 17:20 or 4th slide)

in-gold-we-trust-2017-extended-version-english

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