Political Risk Heavy (guests: Will Thomson, Kuppy)
Podcast:The Market Huddle Published On: Fri Apr 09 2021 Description: In this episode, Patrick Ceresna and Kevin Muir welcome Will Thomson from Massif Capital. They have a fascinating discussion about opportunities in off-the-beaten-path commodity companies, along other unique value investments he is making. Then Kuppy is back and he is starting a new position that might just surprise you!