Hello, Subscribers:
Last month, Dave welcomed to our webinar series his good friend and industry peer Robert Mullin, portfolio manager with Marathon Resource Advisors (itself of industry-wide esteem).
As we noted in our announcement, MRA charts have frequently appeared in Haymaker posts over the years, and with good reason. The Marathon team has produced nearly a 40% annualized return for its investors since its inception in 2020s. They have achieved these phenomenal results despite that mega-cap tech stocks have dominated markets for most of this decade and their focus is on natural resource-related opportunities.
Robert’s extraordinary knowledge and years of experience are both on display in the recording linked above, so be sure to give it a listen. The main conversation runs a bit past the halfway mark, after which our Q/A starts up. As it’s an audio-only upload, you’ll want to follow along with the charts provided below.
Thank you all and enjoy!
The Haymaker Team
