As value investors, we need to know that half…

As value investors, we need to know that half the planet is on an upward trajectory, and the demand for steel will be insatiable in Asian and African construction markets. The best stock to own in this space is BHP Billiton, a company with a $175 billion market cap providing the building blocks for the modern world-nickel for the EV revolution, copper for electrical grids, and iron ore and metallurgical coal for steel.

— from The Flight Plan (Purpose/Wisdom/Risk) · How to Listen When the Markets Speak: Risks, Myths, and Investment Opportunites in a Radic

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