
This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests. Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious Metals (APM). You will love his story on how he found, bought, and held along the way to 2,000x performance. We also talked about process, due diligence, finding an edge, investing psychology, and AI (you'll be surprised on his AI take). I know this is a 2HR conversation, but it is worth every second because Gavin is an independent thinker and worth your time. NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT/EDUCATIONAL PURPOSES. YOU ARE AN IDIOT IF YOU TAKE ANY OF THIS AS ADVICE.
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Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital

[REPLAY] Oliver Friesen: All Things Tungsten

Brian Leeners (Homerun Resources): The Silica Opportunity

Q1 2026 Investor Audibles: Open Square Capital, JDP Capital
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