QAV #605 — A Wet Barnbougle

Episode Overview This week we do a deep dive on West African Resources (WAF), a gold min­er oper­at­ing in Burk­i­na Faso that reads more like a Forsyth nov­el than a com­pa­ny report: pri­vate road net­works through…

Episode Overview This week we kick off with a riff on why being part of an invest­ing com­mu­ni­ty mat­ters as much as any check­list, draw­ing a line from AA meet­ings to kung fu to keep­ing your port­fo­lio away from…