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
参加 June 2014
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Miners have never been this cheap relative to tech on a free cash flow yield basis.
Yet there is no AI revolution without metals.
