Will Thomson of Massif Capital returns for his annual appearance. In this episode he teaches about the lithium and copper markets. The end of the episode is more general and worth hanging around for.

You can find Massif Cap's letters here. The Q4 letter discusses lithium on Page 7. Whole letter is worth a read.

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Will Thomson On Lithium, Copper, And More 01:21:48 Share

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Will Thomson On Lithium, Copper, And More