Rick Rule Symposium Reflections: Conversations, Critiques & Portfolio Construction - Powers & Leni

Podcast: Mining Stock Education · Bill Powers

Opublikowano: 2026-07-24

Bill Powers and co-host Brian Leni sit down for their monthly Junior Mining Insights chat and reflect upon their conversations with numerous resource investors at the recent 2026 Rick Rule Symposium in Boca Rotan, Florida. Topics Discussed: • Concentration over diversification. Both Bill & Brian favor fewer, better-understood positions over sprawling portfolios that can't realistically be researched. • Do the math on your time. Rick Rule's "one hour per company per month" rule is a useful gut-check for how many positions you can genuinely follow. • Know the source's entry point & bias. A recommendation from someone who bought in at a fraction of today's price carrie...