Pellucidity: Morning Walks with The Investing Doc Thu, 09 Apr 2026 13:39:27 -0400 en-us © 2026 Pellucidity: Morning Walks with The Investing Doc yes 8713187a-6394-5df0-93a3-e6f7181254ff Ramandeep Kahlon, MD episodic false Sharing thoughts about value and natural resource investing during my morning walks as a simple, unedited, and spontaneous exchange of ideas. 

The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. An

]]> Buzzsprout (https://www.buzzsprout.com) Pellucidity, Resource doc, doc investing, natural resource investing Ramandeep Kahlon, MD https://storage.buzzsprout.com/03ru8nmf0z66ifs04d9bf1bbmcyb?.jpg Pellucidity: Morning Walks with The Investing Doc Revisiting Rare Earths: Aclara Resources Revisiting Rare Earths: Aclara Resources Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> Ramandeep Kahlon, MD Buzzsprout-18989784 Thu, 09 Apr 2026 13:00:00 -0400 995 1 7 full false Counterfactuals - A different investing landscape Counterfactuals - A different investing landscape Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> Ramandeep Kahlon, MD Buzzsprout-18849744 Mon, 23 Mar 2026 01:00:00 -0400 778 1 6 full false Critical Minerals + Bias Removal, Humility : Necessary skills for an investor to develop Critical Minerals + Bias Removal, Humility : Necessary skills for an investor to develop Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> Ramandeep Kahlon, MD Buzzsprout-18849740 Sun, 15 Mar 2026 15:00:00 -0400 1843 1 5 full false Soros, Reflexivity, Buffet, Munger, and my unpopular take on Gold in the current environment Soros, Reflexivity, Buffet, Munger, and my unpopular take on Gold in the current environment Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> Ramandeep Kahlon, MD Buzzsprout-18685149 Sat, 14 Feb 2026 23:00:00 -0500 806 1 4 full false GEOPOLITICAL ALPHA: CRITICAL MINERAL PRODUCER LARGO & US GOVERNMENT NEARING CONTRACT FOR VANADIUM PENTOXIDE GEOPOLITICAL ALPHA: CRITICAL MINERAL PRODUCER LARGO & US GOVERNMENT NEARING CONTRACT FOR VANADIUM PENTOXIDE A LOT OF THINGS GOING RIGHT FOR LGO:NYSE ; LGO:TSE LARGO INC VANADIUM LATELY

1. FOLLOWING THEIR DISTRESSED FINANCING, LARGO HAS BEEN ABLE TO PUSH BACK DEBT MATURITIES
2. IMPROVED LIQUIDITY WITH 56 MILLION TAILINGS SALE CONTRACT (UNDISCOUNTED LIFE OF CONTRACT VALUE)
3. ARIAS IS THE LARGEST SHAREHOLDER, INCREASING ALIGHNMENT WITH SHAREHOLDERS MOVING FORWARD
4. 60 MILLION USD ATM PROGRAM (I HOPE THEY USE IT JUDICIOUSLY AT HIGH STOCK PRICES)
5. MEANINFUL MANAGEMENT CHANGES
6. SMALL (BUT FIRST IN A LONG TIME) INSIDER BUY
7. NEW CO-CEO IS TRAINED AS A METTALURGICAL ENGINEER ALTHOUGH HE IS IN CAPITAL MARKETS AND MANAGES THE ARIAS RESOURCE FUND
8. US DLA Strategic Materials Vanadium Pentoxide IDIQ FIXED-PRICE CONTRACT SOLICITATION DETAILS: 

https://sam.gov/workspace/contract/opp/a56d561807744f48abe84a25228872d8/view


Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> A LOT OF THINGS GOING RIGHT FOR LGO:NYSE ; LGO:TSE LARGO INC VANADIUM LATELY

1. FOLLOWING THEIR DISTRESSED FINANCING, LARGO HAS BEEN ABLE TO PUSH BACK DEBT MATURITIES
2. IMPROVED LIQUIDITY WITH 56 MILLION TAILINGS SALE CONTRACT (UNDISCOUNTED LIFE OF CONTRACT VALUE)
3. ARIAS IS THE LARGEST SHAREHOLDER, INCREASING ALIGHNMENT WITH SHAREHOLDERS MOVING FORWARD
4. 60 MILLION USD ATM PROGRAM (I HOPE THEY USE IT JUDICIOUSLY AT HIGH STOCK PRICES)
5. MEANINFUL MANAGEMENT CHANGES
6. SMALL (BUT FIRST IN A LONG TIME) INSIDER BUY
7. NEW CO-CEO IS TRAINED AS A METTALURGICAL ENGINEER ALTHOUGH HE IS IN CAPITAL MARKETS AND MANAGES THE ARIAS RESOURCE FUND
8. US DLA Strategic Materials Vanadium Pentoxide IDIQ FIXED-PRICE CONTRACT SOLICITATION DETAILS: 

https://sam.gov/workspace/contract/opp/a56d561807744f48abe84a25228872d8/view


Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

]]> Ramandeep Kahlon, MD Buzzsprout-18620067 Tue, 03 Feb 2026 15:00:00 -0500 481 1 3 full false Geopolitical Alpha: Investing in Rare Earths Stocks Geopolitical Alpha: Investing in Rare Earths Stocks Doc takes you along on his morning walk discussing Rare Earth deposits that are strategically important to avoid supply chain risks in the Western World. 

Companies Discussed:
Aclara Resources 
Meteoric Resources 
Ionic Rare Earths
Rainbow Rare Earths 
Virdis Mining 
Verde Agritech

]]> Doc takes you along on his morning walk discussing Rare Earth deposits that are strategically important to avoid supply chain risks in the Western World. 

Companies Discussed:
Aclara Resources 
Meteoric Resources 
Ionic Rare Earths
Rainbow Rare Earths 
Virdis Mining 
Verde Agritech

]]> Ramandeep Kahlon, MD Buzzsprout-18524909 Sat, 24 Jan 2026 15:00:00 -0500 1097 1 2 full false Critically Hated: Mettalurgical aka Met Coal Critically Hated: Mettalurgical aka Met Coal This morning, Doc takes you with him on a walk to discuss Met Coal and some coal stocks.

Companies Discussed:

Warrior Met Coal 

Glencore PLC

Alpha Mettalurgical Resources

Ecora Royalty Co

Core Natural Resources

Mongolian Mining Company

West Haven Coal

BHP

]]> This morning, Doc takes you with him on a walk to discuss Met Coal and some coal stocks.

Companies Discussed:

Warrior Met Coal 

Glencore PLC

Alpha Mettalurgical Resources

Ecora Royalty Co

Core Natural Resources

Mongolian Mining Company

West Haven Coal

BHP

]]> Ramandeep Kahlon, MD Buzzsprout-18524846 Sat, 17 Jan 2026 17:00:00 -0500 1336 1 1 full false