A hypothetical $10,000 investment in Riverside at 10 cents per share in 2020 grew to approximately $60,000 in value by the time of the conversation due to the combination of stock appreciation (from 10 cents to 20+ cents) plus two spin-offs (Capitan Silver and Blue J), demonstrating the power of spin-off reinvestment.

SPRU (Sprott Physical Uranium Trust) traded at discounts to NAV reaching 18% intraday and closing discounts of 12-15% during the August carry trade unwind, with current discount around 3%, presenting the type of arbitrage opportunity that occurs rarely in markets.

When investors share screens showing entry points in Devon and Equitable where they doubled share count into weakness, they turned profits quickly; this illustrates how averaging down into commodity weakness generates outperformance.