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Integra Resources: Solid Cash Flow During Q1 And Valuation Remains Very Attractive
ITRGIntegra Resources(ITRG) Seeking Alpha·2025-05-15 12:40

I primarily invest in turnarounds in natural resource industries, where I have a typical holding period of 2-3 years. Focusing on value offers good downside protection and can still provide great upside participation. The portfolio has over the last 6 years had a compounded annual growth rate of 27%. Sign up! If you like this article and are interested in more frequent analysis of my holding companies, real-time notifications on portfolio changes, together with macro and industry analysis. I would encourage ...