Otavio (Tavi) Costa
@TaviCosta
Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com
Joined June 2014
2.3K Following 323.4K Followers
Miners have never been this cheap relative to tech on a free cash flow yield basis.
Yet there is no AI revolution without metals.
