Jayant Bhandari

Arbitrage in Junior Mining Industry Helio Resource (HRC.V), and Many Others At the recently held International Metal Writers Conference in Vancouver, I presented why as a value investor I am a big fan of arbitrage…

Over-automation Increases Inefficiencies Orla Mining (OLA.V) Every person and society has an optimal level at which they benefit the most from technology. If they automate more, the cost of living and doing business goes up….

More on Emerging Markets Anfield Gold (ANF.V) In the recent past, I have written quite a bit about my rather negative views on the so-called emerging markets. “Nationalism” and religious fanaticism are getting out of…

Why I Prefer Investing in the Developed World Japan: Irving Resources (IRV.CSE) Recently, I talked with Cory Fleck about why I consider the so-called emerging markets to be very risky. The only exception I make…