The Manual of Ideas
Know Your Rules of Thumb, a personal interview with Arnold Van Den Berg
Know Your Rules of Thumb, a personal interview with Arnold Van Den Berg
Learn more about Arnold's presentation from the Value Investor Conference.
CM has been featured in the Spring 2014 issue of Graham & Doddsville, an investment newsletter from the students of Columbia Business School.
We believe that in order to achieve attractive investment returns, we must stick to our investment discipline and only buy when the security or commodity is at the right price.
While physical gold is not in our buy zone, many gold mining companies are selling as if the price of gold is currently $800 to $900 per ounce, which is 28% to 36% lower than gold's closing price on January 31, 2014, and well within our buy zone.