gold miners
—
position
long
Arnold Van Den Berg & Jim Brilliant
Thesis
The investors have identified value in gold miners, which have been significantly discounted due to the decline in gold prices. They bought a diversified basket of gold mining stocks at the end of the year, believing they were undervalued and set to recover as the market stabilizes.
Did it work?
Not yet analyzed
No outcome has been scored for this pitch yet, so there's no verdict to show.