Three Stock Picks Reviewed & Jurisdictional Insights Most Miss with Massif Capital’s Will Thomson

Mining Stock Education · Apr 23, 2026 · 40m

Will Thomson of Massif Capital reviews three stock picks he has shared on MSE over the years and discusses two other stocks he currently owns. He also explains why “country risk” is company-specific and depends on the relationship between a firm and the state, not an inherent risk in a country. Thomson argues consistent returns in real-asset equities come less from predicting commodity prices and more from identifying management teams that execute, noting commodity price explains much of day-to-day moves but little of longer-term equity returns beyond about 90 days. 00:00 Show Intro and Guest…