The Q4 letter came out from Goehring & Rozencwajg. As always, an interesting read for anyone interested in natural resource markets. The essay on EVs was particularly interesting. Full letter: https://t.co/ANJB7lrb1c https://t.co/DL7VOHt173
— Dalius - Special Situation Investments (@InvestSpecial) Feb 26, 2024
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February 26, 2024 at 09:49AM
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