Core Insights - The individual has a background in science but currently operates in a business role within the mining industry, focusing on long-term investments and value realization of mispriced assets [1] Group 1: Investment Strategy - The investment approach emphasizes long-term compounders and aims to outperform broad market indices on a money-weighted basis over the long term [1] - The focus is primarily on the mining sector, particularly base metals, while also considering non-mining companies that are well understood [1] - The investment timeline typically ranges from 1 to 5 years, with a preference for high-reward bets rather than broad market ETFs [1] Group 2: Market Engagement - The individual engages in investments after significant price shocks that create opportunities for entry into non-mining companies [1] - The strategy involves sticking to a circle of relative competence, avoiding sectors outside of expertise [1]
OMS Energies: Unknown Hidden Gem For Deep Value Investors In The Oil Sector