Introduction

Portfolio Performance

Global Economy

Portfolio

News

Azvalor Managers

Davalor

Conclusion

Electric Car / Marijuana

Tobacco

Barrick Gold

Buenaventura

Cameco

Consol

Freeport

Petrofac

Transocean

Tullow Oil

Introduction

Portfolio Performance

Global Economy

Portfolio

News

Azvalor Managers

Davalor

Conclusion

Corrections

Electric Car / Marijuana

Tobacco

Barrick Gold

Buenaventura

Cameco

Consol

Freeport

Petrofac

Transocean

Tullow Oil

Mistakes