In short: "I really like what I know of this company so far" — still researching. Michael Gentile (a shareholder worth following) is very bullish, but on a ~20-year horizon (out to ~2046) — so only suitable for investors who can match that time frame.
Silver Crown Royalties is a tiny silver-focused royalty company. Rusche likes what he's seen but is still doing the work. He flags that well-known investor Michael Gentile is bullish — but on a roughly 20-year view (out to ~2046) — so it only suits someone willing to hold for the very long haul and not panic if it falls in year one. The lesson he draws: your holding period has to match how long the company actually needs to deliver.
17:49I really like what I know of this company so far. I'm still researching it. Michael Gentile is very bullish on it and I think he's someone who's worthwhile to follow. He really knows what he's doing. But he spreads his risk around a lot and he takes big positions in a lot of different companies.
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