-
Q1 2025 Conference Call
Edited Transcript of the 1st Quarter 2025 Conference Call with Dave Iben and Alissa Corcoran April 24, 20254:15 pm ET Mary Bracy: Good afternoon, everyone. I’m Mary Bracy, Kopernik’s Managing Editor of Investment Communications. We’re pleased to have you join us for our first quarter 2025 investor conference call. As a reminder, today’s call is…
-
Barron’s | Deputy DoR Simon Shi on CK Hutchison’s Valuation | March 21, 2025
-
Wealthion | CIO Dave Iben on Kopernik’s Value Investment Approach | March 13, 2025
-
About Time | CIO Dave Iben on the Value of Value with Grant Williams | March 2025
-
Conglomerates (Feb 2025)
IMPORTANT NOTICE: This Kopernik investment commentary was originally prepared and distributed in February 2025. This commentary is being shared for historical reference purposes only and has not been updated or revised to reflect current market conditions, economic developments, regulatory changes, or investment perspectives. Please refer to additional relevant historical commentary disclosures at the end. “A…
-
BNN Bloomberg | Deputy CIO Alissa Corcoran Talks Gold | February 7, 2025
-
South Korea (Jan 2025)
“Rose of Sharon, thousand miles of range and river land;Guarded by her people, ever may Korea stand.” -“Aegukga,” (애국가) South Korean national anthem (English translation) The Rose of Sharon, or mugunghwa, has a long history in Korea. Its name means “eternal blossom that never fades,” and records show that it was treasured as a “blossom…
-
Rivers of Babylon (Jan 2025)
During a recent podcast interview with Grant Williams, he asked me a series of questions about value investing: where does the necessary patience come from? Are people born with the requisite skepticism? How does one handle the extreme discomfort that often goes hand-in-hand with owning unpopular stocks? I love thought-provoking questions. In my most recent…
-
Q4 2024 Conference Call
Edited Transcript of the 4th Quarter 2024 Conference Call with Dave Iben and Alissa Corcoran January 30, 20254:15 pm ET Mary Bracy: Good afternoon, everyone. I’m Mary Bracy, Managing Editor of Investment Communications here at Kopernik. We’re pleased to have you join us for our fourth quarter 2024 investor conference call. As a reminder, today’s…
-
Thoughtful Money Podcast | CIO Dave Iben on 2025: Opportunities in Inefficient Markets | January 12, 2025
