Back when I last covered Sibanye Stillwater ( SBSW ), I highlighted how their relatively unique commodity mix provides a natural hedge for various economic scenarios, benefiting from both precious and industrial metal demand whileAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stock ...

Core Insights - Sibanye Stillwater (SBSW) has a unique commodity mix that provides a natural hedge against various economic scenarios, benefiting from both precious and industrial metal demand [1] Company Overview - The company has been researched extensively over a decade, covering over 1000 companies across various sectors including commodities like oil, natural gas, gold, and copper, as well as technology and emerging markets [1] Investment Focus - The primary focus of the analysis is on metals and mining stocks, although the company is also comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1]