Three 'Safe' Investments

Tom Hartel is, a seasoned individual investor with decades of experience navigating bull and bear markets and a proven track record of identifying asymmetric, underfollowed opportunities before they make explosive moves.

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Recording Date 2-25-2026. He highlights dividend-paying plays like Woodside Energy, GCC commodity exposure, and PIMCO's MINT ETF for stability, then pivots to what he sees as a structurally undervalued energy sector. Hartel names top picks across producers and drillers, emphasizing balance sheets, free cash flow, share buybacks, and rising dividends. He argues that with oil near $70, many companies can aggressively repurchase shares while rewarding shareholders, positioning energy as a long-term core holding despite volatility.

The discussion then shifts to asymmetric opportunities, including Alphamin (AFM), a major tin producer operating the high-grade Bisie mine in the Congo, supplying roughly 6.5% of global tin. With shares up 13% year-to-date, an 8% dividend, a P/E of 11, no debt, and tin prices up 25% YTD, Hartel sees strong fundamentals supported by improving grades and Abu Dhabi Mining Company's 56% stake acquisition in June 2025. He also outlines a bold options strategy on Take-Two ahead of the Grand Theft Auto 6 release, framing it as a potential multi-bagger driven by loyal customers and massive projected sales.

Key Insights in this episode

✅ Capital Preservation First: Woodside Energy, GCC, and MINT positioned as stable income anchors ✅ Energy Conviction: Undervalued producers generating strong free cash flow at $70 oil ✅ Shareholder Returns: Dividends plus aggressive buybacks driving total return potential ✅ Driller Advantage: Phoenix and peers benefit from long-term producer relationships ✅ Turnaround Setup: KMD Brands priced for distress despite billion-dollar revenue base ✅ Tin Opportunity: Alphamin's Bisie mine supplies ~6.5% of global production ✅ Strong Fundamentals: 8% dividend, 13% YTD gain, P/E of 11, debt-free balance sheet ✅ Asymmetric Speculation: GTA 6 thesis offering leveraged upside potential

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Chapters

00:00 Tom Hartel Returns to the show! 00:37 Track Record & Big Wins 02:38 Safe Picks & Viewer Shoutouts 06:35 Energy Sector Overview 11:29 Top Drilling Stocks 16:43 Top 3 Energy Picks 18:04 KMD Turnaround Play 22:23 Alphamin Tin Thesis 24:43 GTA 6 Stock Play 28:44 Take-Two Valuation Breakdown 32:53 Options Strategy Explained 33:51 Market & Mining Outlook 37:09 Premium Teaser & Close

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

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