Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com
Copper miners now on the brink of a significant breakout as the underlying metal continues to establish itself at historical levels.
This is what happens when rising structural demand meets highly constrained supply.
Very compelling setup.