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Fortescue and the Alchemy of Iron
An analysis of Fortescue (FMG), one of the world’s largest iron ore miners: costs, iron ore prices, dividends, and valuation.
Tiago Q T
6 days ago14 min read


YZJ Shipbuilding: the Business of Moving the World
Here's why I bought Yangzijiang Shipbuilding (SGX:BS6) after its 30% drop - and plan to hold it long-term.
Tiago Q T
Mar 21, 20255 min read
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