When high-quality resource equities undergo 30-40% drawdowns during liquidity crises (as opposed to buying distressed micro-caps at multi-year lows), that creates the most attractive risk-reward opportunity for conviction investors, as quality stocks get 'thrown out like the baby with the bath water' during indiscriminate selling.
normativepending
Speaker
Justin HuneaultEvidence Quote
“when the really high quality stuff that's been outperforming for the last two years goes on a 30 to 40% sale that's that's where I start to salivate”
Created: 8/12/2026, 6:05:51 PM
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