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Timber (Jun 2026)
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Bayou Jubilee (Jun 2026)
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The Role and Position of Cash in Kopernik Portfolios (May 2026)
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Oil & Gas
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BNN Bloomberg | Analyst Taylor McKenna on Supply Dynamics in Commodities | April 10, 2026
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Q1 2026 Conference Call
Edited Transcript of the 1st Quarter 2026 Conference Call with Dave Iben Kopernik reviews the audio recording of the quarterly calls before posting the transcript of the call to the Kopernik website. Kopernik, in its sole discretion, may revise or eliminate questions and answers if the audio of the call is unclear or inaccurate. April…
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Kodachrome (Mar 2026)
“Humankind cannot bear very much reality.” —T. S. Eliot, Burnt Norton I was recently asked to speak at the Capstone Student Investment Conference at the University of Alabama. The university has a value investing program; who knew value investing was still taught? 😊 The option of a value investing minor is available to all students.…
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Institutional Investor | Profile on Dave Iben & Firm’s Investment Approach | March 2, 2026
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BNN Bloomberg | Analyst Taylor McKenna on Top Picks in Minerals & Mining | February 6, 2026
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Q4 2025 Conference Call
Edited Transcript of the 4th Quarter 2025 Conference Call with Dave Iben and Alissa Corcoran Kopernik reviews the audio recording of the quarterly calls before posting the transcript of the call to the Kopernik website. Kopernik, in its sole discretion, may revise or eliminate questions and answers if the audio of the call is unclear…
