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The Investor’s Code: From Wages to Wealth

The Investor’s Code: From Wages to Wealth

Auteur(s): The Investor’s Code
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À propos de cet audio

At The Investors Code, we believe the best investment decisions are born from deep understanding, not speculation. Our mission is to deconstruct the world's most compelling companies, providing you with a complete 360-degree view before you invest. We transform the complex research into an engaging narrative to equip you with the insights to invest with conviction. Subscribe and let's build your wealth, one story at a time.The Investor’s Code Finances personnelles Économie
Épisodes
  • Episode 22: Peter Lynch's Timeless Investment Wisdom
    Dec 11 2025

    Does high IQ correlate with high returns? The data suggests otherwise. In this episode of The Investor's Code, we explore why the most important organ in the stock market isn't the brain—it's the stomach.

    We break down the career of Peter Lynch, the manager of the Magellan Fund, who proved that "Main Street" logic beats Wall Street models. We discuss why professional fund managers are handcuffed by career risk, and how you—the amateur investor—have the freedom to win by simply observing the world around you.

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    34 min
  • Episode 21: AST Space Mobile (ASTS)—5G From Orbit and The End of No Signal
    Dec 10 2025

    The "No Service" icon is about to go extinct. We’re breaking down the tech, the ticker (ASTS) AST SpaceMobile, and the timeline for the first true global cellular network.

    From the "Invisible Highway" of radio spectrum to the massive satellites unfolding in orbit, here is everything you need to know about the plan to connect the other 50% of Earth.

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    31 min
  • Episode 20: Energy Fuels (UUUU)—The Billion-Dollar Bet to Break China's Grip
    Nov 29 2025

    Imagine EV assembly lines grinding to a halt—not from a recession, but because one country turned off the tap on the minerals that make them run. In this episode of The Investor's Code, we decode the high-stakes race for energy independence through the lens of Energy Fuels (UUUU).

    We explore how a Utah uranium miner raised a massive "war chest" to challenge China's dominance in critical minerals, aiming to build the West's first "mine-to-magnet" supply chain for the heavy rare earths that power modern defense and technology. Is this the ultimate geopolitical trade, or a valuation trap?

    Key Takeaways:

    • The Chokehold: China processes ~90% of the world's rare earth elements, leaving Western tech and defense sectors dangerously exposed to potential export bans.

    • The "Turbocharger" Strategy: While competitors focus on common "light" rare earths, Energy Fuels is targeting the scarce "heavy" elements (Dysprosium and Terbium) essential for high-heat magnets.

    • The Reality Check: Despite nearly $1 billion in liquidity, UUUU trades at ~50x sales with negative margins, making it a volatile bet on execution and US industrial policy.

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    27 min
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