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
가입 June 2014
2.3K 팔로잉 중 323.4K 팬
Remember when miners were relentless destroyers of capital?
Constant dilution. Chronic losses. Mountains of debt.
Today, we’re watching the exact opposite unfold.
The mining industry has fundamentally changed.
The market’s perception hasn’t.
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