Recent primers: Aerospace, Exchanges, Fertilizers, Homebuilding, Insurance, Regional Banks.
We are delighted to share with you the seventh in-depth research report in our Industry Primers series, this one on natural resources royalty and streaming. The series exists to help fundamental, long-term investors expand and deepen their circle of competence, one industry at a time, and your feedback on what was useful and on which industries to cover next shapes what we produce. The report is complemented by two podcast episodes, the first telling the industry’s story and the second digging deeper into the fundamentals from an investor’s standpoint. Below, you will find two PDF files for download: the research report (members only) and the accompanying slide deck (free to access). We start with a quick anecdote: