This Money Manager is 80% in Uranium, Why?

In this resource talk from January 28, I spoke to Gjermund Groven, known as “Deep Value Speculator” on Twitter.

Gjermund is a money manager from Norway, who’s chosen to have 80% of his and his friends & family money invested in uranium. The rest is “diversified” between gold, silver, copper, REE, and oil. In this conversation, we talked about the emotions that he deals with as a heavily-uranium-focused money manager, and how he plans on developing the fund going forward.

Gjermaund told me what his top 3 uranium picks are, and I liked them. He mentioned:
– Global Atomic (GLO)
– Encore Energy (EU)
– Denison Mines (DNN)

Guest links:
Twitter: https://twitter.com/gjermundgroven
Website: https://deepvaluespeculator.com
Company: https://dolpemyra.no

Disclaimer: None of what you hear nor read on this website is intended to be financial advice. Do your own research. We may own shares in the companies mentioned in this video, which makes us biased. Don’t listen to us. Don’t let this impact your thinking. You’re better than listening to talking heads on a random website.

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