The 4th Pillar: February 2023

The 4th Pillar

In this resource we've covered...

In this issue we’ll cover:

This company, that we mentioned in passing in January’s issue, gives you another opportunity to gain exposure to gold’s upside, without the mining or production risks. Further, this well-run gold ore processor:

  • Operates a simple, profitable business
  • Has a pristine balance sheet with no debt
  • Had a breakout 2021 (we’re waiting on 2022 full-year results)
  • And is poised for a record 2023

And, as for legacy 4th Pillar positions, we have one portfolio update.

Finally, to better consider our global subscriber base, we’re changing our delivery schedule…

Starting in March, we’ll publish The 4th Pillar on the first Friday of each month.

This way, regardless of your time zone, you’ll have plenty of time to read the issue over the weekend, decide if you’d like to buy shares of the newly featured company, and then buy shares when markets open on Monday morning.

We hope that this change offers you an improved experience.

“God kept for this prince the great favour and good fortune of discovering the provinces of Peru, where such a great treasure of gold and silver was hidden, the like of which past centuries have never seen, nor do I think that coming ones will believe.”Pedro Mexia writing in 1545 in reference to Charles V…

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