In short: A graphene / critical-minerals name they've been buying — looking for companies with strategic government relationships (US "way behind China/Russia").
HydroGraph is a small company in graphene — a high-tech material made from carbon, used in batteries, electronics and advanced manufacturing. It falls under the broad "critical minerals" theme: materials a country needs for defense and technology.
He's been buying it as part of a bet that the U.S. is "way behind China and Russia" on critical minerals and will pour money into catching up. He specifically looks for companies with strategic relationships to governments.
17:16And so, we're looking for companies that have strategic relationships with governments. And we look at what's happening with rare earths. The United States — we talked about this in the book — the United States is way behind China, way behind Russia when it comes to critical minerals and national defense. There's a lot of plays there. A lot of ways to invest around it. And a lot of money to be made.
Nothing matches this filter.
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